RSM US WEALTH MANAGEMENT LLC
Holdings in JFR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,224,142 | 156,340 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $1,262,231 | 154,307 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,355,835 | 160,075 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $1,511,522 | 178,456 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $935,841 | 104,915 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $760,945 | 86,275 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $948,541 | 109,658 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $984,394 | 112,760 | Shares | Sole | 2024-05-02 |