Position in RPM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$923,525
-$455,619 QoQ
Shares Held
9,291
-29.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in RPM Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Mar 31, 2026EP Wealth Advisors, LLC holds $30,454,834 across 20 Specialty Chemicals names. RPM ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECL |
Ecolab Inc.
|
47,222 | $12,561,996 | |
| 2 | APD |
Air Products & Chemicals, Inc.
|
18,593 | $5,401,080 | |
| 3 | LIN |
Linde PLC
|
7,124 | $3,531,794 | |
| 4 | SHW |
Sherwin Williams Co
|
6,391 | $2,048,635 | |
| 5 | DD |
DuPont de Nemours, Inc.
|
26,006 | $1,191,074 | |
| 6 | SOLS |
Solstice Advanced Materials Inc.
|
13,355 | $1,017,116 | |
| 7 | RPM |
Rpm International Inc/De/
This page
|
9,291 | $923,525 | |
| 8 | ECVT |
Ecovyst Inc.
|
39,670 | $510,156 |
All Filings in RPM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $923,525 | 9,291 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,379,144 | 13,261 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $729,667 | 6,643 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $918,383 | 7,939 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,046,256 | 8,502 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $960,982 | 7,942 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $565,966 | 5,256 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $618,421 | 5,199 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $605,704 | 5,426 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $515,007 | 5,432 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $477,453 | 5,321 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $517,420 | 5,931 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $643,462 | 6,603 | Shares | Sole | 2023-06-12 | |
| No filing history on record for this holder in this stock. | ||||||