Sage Private Wealth Group, LLC

SEC CIK: 0001845635
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

APD holding history

Air Products & Chemicals, Inc. in every 13F filed by Sage Private Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APD overview All 13F holders of APD Full Q2 2026 holdings

Shares (Q2 2026): 2,114
Value: $619.9K
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of APD by Sage Private Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,114	$619.9K	0.3%	+98+4.9%	Added	Holders
Q1 2026	2,016	$585.7K	0.3%	+380+23.2%	Added	Holders
Q4 2025	1,636	$404.1K	0.2%	+65+4.1%	Added	Holders
Q3 2025	1,571	$428.5K	0.2%	+154+10.9%	Added	Holders
Q2 2025	1,417	$400.0K	0.3%	+138+10.8%	Added	Holders
Q1 2025	1,279	$377.3K	0.3%	−60−4.5%	Reduced	Holders
Q4 2024	1,339	$388.5K	0.3%	−69−4.9%	Reduced	Holders
Q3 2024	1,408	$419.5K	0.3%	−468−24.9%	Reduced	Holders
Q2 2024	1,876	$484.3K	0.4%	+479+34.3%	Added	Holders
Q1 2024	1,397	$338.7K	0.3%	+491+54.2%	Added	Holders
Q4 2023	906	$248.3K	0.2%	−116−11.4%	Reduced	Holders
Q3 2023	1,022	$289.7K	0.4%	+16+1.6%	Added	Holders
Q2 2023	1,006	$301.5K	0.4%	+1+0.1%	Added	Holders
Q1 2023	1,005	$288.9K	0.3%	+94+10.3%	Added	Holders
Q4 2022	911	$280.9K	0.3%	−24−2.6%	Reduced	Holders
Q3 2022	935	$218.0K	0.3%	−180−16.1%	Reduced	Holders
Q2 2022	1,115	$268.0K	0.4%	+188+20.3%	Added	Holders
Q1 2022	927	$232.0K	0.2%	+75+8.8%	Added	Holders
Q4 2021	852	$259.0K	0.3%	+27+3.3%	Added	Holders
Q3 2021	825	$211.0K	0.3%	+7+0.9%	Added	Holders
Q2 2021	818	$235.0K	0.3%	+15+1.9%	Added	Holders
Q1 2021	803	$226.0K	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.