Position in RPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$71,802
+$37,410 QoQ
Shares Held
646
+86.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#653
of 795 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RPM Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Heritage Wealth Advisors holds $1,622,490 across 12 Specialty Chemicals names. RPM ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEU |
Newmarket Corp
|
609 | $481,865 | |
| 2 | APD |
Air Products & Chemicals, Inc.
|
1,604 | $470,260 | |
| 3 | ALB |
Albemarle Corp
|
3,000 | $405,090 | |
| 4 | RPM |
Rpm International Inc/De/
This page
|
646 | $71,802 | |
| 5 | ECL |
Ecolab Inc.
|
200 | $55,722 | |
| 6 | SOLS |
Solstice Advanced Materials Inc.
|
490 | $43,414 | |
| 7 | LIN |
Linde PLC
|
82 | $42,553 | |
| 8 | LYB |
LyondellBasell Industries N.V.
|
400 | $21,060 |
All Filings in RPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,802 | 646 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $34,392 | 346 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $35,984 | 346 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $40,786 | 346 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $38,004 | 346 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $40,025 | 346 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $42,578 | 346 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $41,866 | 346 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $37,257 | 346 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $41,156 | 346 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $72,112 | 646 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $61,247 | 646 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $57,965 | 646 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $56,357 | 646 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $62,952 | 646 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $53,818 | 646 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $53,450 | 679 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $55,297 | 679 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $141,097 | 1,397 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $108,710 | 1,400 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $124,152 | 1,400 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $128,590 | 1,400 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $127,092 | 1,400 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $115,976 | 1,400 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $105,084 | 1,400 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $83,300 | 1,400 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||