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Livermore
Livermore
ZHEN

Phillips Wealth Planners LLC

SEC CIK
0001962628
Latest filing
Aug 7, 2026

APD holding history

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

APD overviewAll 13F holders of APDFull Q2 2026 holdings

Shares (Q2 2026)
2,667
Value
$813.6K
% of portfolio
0.6%
Quarters held
14
Since Q1 2023
Holdings of APD by Phillips Wealth Planners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,667$813.6K0.6%−344−11.4%ReducedHolders
Q1 20263,011$916.9K0.7%+1,576+109.8%AddedHolders
Q4 20251,435$377.6K0.3%+217+17.8%AddedHolders
Q3 20251,218$330.0K0.3%+115+10.4%AddedHolders
Q2 20251,103$322.5K0.3%−4−0.4%ReducedHolders
Q1 20251,107$297.8K0.3%+33+3.1%AddedHolders
Q4 20241,074$314.8K0.3%+3+0.3%AddedHolders
Q3 20241,071$349.9K0.3%−6−0.6%ReducedHolders
Q2 20241,077$275.3K0.3%+21+2.0%AddedHolders
Q1 20241,056$240.5K0.3%+125+13.4%AddedHolders
Q4 2023931$242.1K0.3%−49−5.0%ReducedHolders
Q3 2023980$275.0K0.4%−38−3.7%ReducedHolders
Q2 20231,018$304.9K0.4%+53+5.5%AddedHolders
Q1 2023965$285.8K0.4%+965NewHolders