Position in RPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$527,629
-$1,093,088 QoQ
Shares Held
4,747
-70.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#440
of 795 holders
Holding Since
Mar 2023
13 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, 2026WealthPLAN Partners, LLC holds $1,625,890 across 3 Specialty Chemicals names. RPM ranks #2 (32.5% of the industry book) .
All Filings in RPM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,629 | 4,747 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,620,717 | 16,305 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,408,536 | 23,159 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,014,073 | 25,569 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,794,549 | 25,442 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,553,974 | 39,367 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,821,859 | 39,183 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,916,956 | 40,636 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $5,360,633 | 49,783 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,543,771 | 38,199 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,835,699 | 43,319 | Shares | Sole | 2024-01-05 | |
| 2023-06-30 | $22,522 | 251 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $21,897 | 251 | Shares | Other | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||