RSM US WEALTH MANAGEMENT LLC
Holdings in FSCO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $805,543 | 127,864 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $514,456 | 74,451 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,757,508 | 242,081 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $3,026,205 | 429,249 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $3,027,629 | 443,934 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $2,933,166 | 461,916 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $2,371,423 | 372,280 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $2,289,964 | 386,166 | Shares | Sole | 2024-05-02 |