APD AIR PRODUCTS & CHEM

Ownership history in Avestar Capital, LLC  ·  14 quarters on record

AI Ownership Summary

Avestar Capital, LLC reported AIR PRODUCTS & CHEM (APD) in 14 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.03% in 2024 Q3. The latest visible filing shows APD at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this APD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avestar Capital, LLC's position in AIR PRODUCTS & CHEM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

APD was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Avestar Capital, LLC held APD — position size vs. price
% of Fund (quarterly)    APD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 1,294 +514 +65.9% 0.02% $353K 2025-11-07 $257.86
2025 Q2 REDUCED 780 -214 -21.5% 0.02% $220K 2025-08-13 $290.16
2025 Q1 REDUCED 994 -188 -15.9% 0.03% $293K 2025-05-14 $266.04
2024 Q4 ADDED 1,182 +114 +10.7% 0.03% $343K 2025-01-29 $318.81
2024 Q3 ADDED 1,068 +79 +8.0% 0.03% $318K 2024-11-13 $302.90
2024 Q2 ADDED 989 +261 +35.9% 0.03% $255K 2024-08-08 $268.69
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Avestar Capital, LLC and APD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avestar Capital, LLC reported owning APD?

Avestar Capital, LLC reported APD across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported APD position in Avestar Capital, LLC's portfolio?

The largest reported portfolio weight for APD was 0.03% in 2024 Q3.

What is the latest reported APD position on this page?

The most recent filing on this page is 2025 Q3, when Avestar Capital, LLC reported 1,294 shares, equal to 0.02% of portfolio, with an estimated market value of $353K.

What does the chart on this APD ownership page compare?

The chart compares Avestar Capital, LLC's quarterly APD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Avestar Capital, LLC Holdings