RSM US WEALTH MANAGEMENT LLC
Holdings in CLMB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,581,706 | 61,551 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $2,029,375 | 60,201 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,573,635 | 58,877 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $1,880,040 | 67,896 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $2,434,487 | 76,828 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $1,862,045 | 74,826 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $1,140,613 | 72,639 | Shares | Sole | 2024-08-07 |