RSM US WEALTH MANAGEMENT LLC
Holdings in EARN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $87,424 | 16,589 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $89,788 | 16,475 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $94,731 | 16,475 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $89,129 | 16,475 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $106,747 | 16,125 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $108,797 | 15,587 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $104,854 | 15,087 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $100,879 | 14,599 | Shares | Sole | 2024-05-02 |
| 2023-12-31 | $86,341 | 14,085 | Shares | Sole | 2024-02-05 |