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YOUNGS ADVISORY GROUP, INC. APD holdings history

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AIR PRODUCTS & CHEMICALS INC · CUSIP 009158106 · CIK 1663649

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Log in to see them.
Citable facts

As of Jun 30, 2026, YOUNGS ADVISORY GROUP, INC. reported 37.77K APD (shares), valued at $11.07M, or 3.47% of its reported non-derivative portfolio. Filed Jul 24, 2026.

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Portfolio weight and quantity history
Reported portfolio weight
3.47%
Shares
37.77K
37,772
Reported value
$11.07M
USD

Shares decreased 9.84%; reported value decreased 9.01%, and weight changed -0.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20263.47%37,772SEC filing ↗Filed Jul 24, 2026
Q1 20264.32%41,896SEC filing ↗Filed Apr 23, 2026
Q4 20253.62%41,136SEC filing ↗Filed Jan 14, 2026
Q3 20254.03%41,529SEC filing ↗Filed Oct 22, 2025
Q2 20254.06%37,906SEC filing ↗Filed Jul 17, 2025
Q1 20254.66%37,919SEC filing ↗Filed May 9, 2025
Q4 20243.89%31,626SEC filing ↗Filed Feb 13, 2025
Q3 20245.08%41,184SEC filing ↗Filed Nov 7, 2024
Q2 20246.34%55,968SEC filing ↗Filed Jul 19, 2024
Q1 20246.16%56,930SEC filing ↗Filed May 6, 2024
Q4 20237.83%57,072SEC filing ↗Filed Jan 31, 2024

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q4 20237.83%57,072$15.63MThe prior quarter is outside the free window. Log in for the comparison.SEC filing ↗
Filed Jan 31, 2024
Q1 20246.16%56,930$13.79MShares decreased 0.25%; reported value decreased 11.74%, and weight changed -1.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 6, 2024
Q2 20246.34%55,968$14.44MShares decreased 1.69%; reported value increased 4.71%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 19, 2024
Q3 20245.08%41,184$12.26MShares decreased 26.42%; reported value decreased 15.10%, and weight changed -1.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 7, 2024
Q4 20243.89%31,626$9.17MShares decreased 23.21%; reported value decreased 25.19%, and weight changed -1.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 13, 2025
Q1 20254.66%37,919$11.18MShares increased 19.90%; reported value increased 21.92%, and weight changed +0.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 9, 2025
Q2 20254.06%37,906$10.69MShares decreased 0.03%; reported value decreased 4.39%, and weight changed -0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 17, 2025
Q3 20254.03%41,529$11.33MShares increased 9.56%; reported value increased 5.93%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 22, 2025
Q4 20253.62%41,136$10.16MShares decreased 0.95%; reported value decreased 10.28%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 14, 2026
Q1 20264.32%41,896$12.17MShares increased 1.85%; reported value increased 19.77%, and weight changed +0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 23, 2026
Q2 20263.47%37,772$11.07MShares decreased 9.84%; reported value decreased 9.01%, and weight changed -0.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 24, 2026
YOUNGS ADVISORY GROUP, INC. · AIR PRODUCTS & CHEMICALS INC

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

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