RSM US WEALTH MANAGEMENT LLC
Holdings in ADX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $630,572 | 27,040 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $863,233 | 38,710 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $965,335 | 44,465 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $868,051 | 45,711 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $905,101 | 44,807 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $790,475 | 36,664 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $844,320 | 39,289 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $231,839 | 11,877 | Shares | Sole | 2024-05-02 |
| 2023-12-31 | $210,341 | 11,877 | Shares | Sole | 2024-02-05 |
| 2023-09-30 | $197,633 | 11,877 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $199,652 | 11,877 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $184,687 | 11,877 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $172,691 | 11,877 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $173,047 | 11,877 | Shares | Sole | 2022-10-21 |
| 2022-06-30 | $182,193 | 11,877 | Shares | Sole | 2022-08-11 |
| 2022-03-31 | $219,011 | 11,877 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $447,031 | 23,031 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $456,013 | 23,031 | Shares | Sole | 2021-11-08 |
| 2021-06-30 | $455,322 | 23,031 | Shares | Sole | 2021-08-13 |