RSM US WEALTH MANAGEMENT LLC
CIK
0001679031
City
MINNEAPOLIS
State / Country
MN
Holdings in CLOV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $909,266 | 386,922 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $877,614 | 286,802 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $800,177 | 286,802 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $1,029,619 | 286,802 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $903,426 | 286,802 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $808,781 | 286,802 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $352,766 | 286,802 | Shares | Sole | 2024-08-07 |