RSM US WEALTH MANAGEMENT LLC
Holdings in JLS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $195,688 | 10,758 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $242,311 | 12,944 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $242,907 | 12,962 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $398,562 | 21,234 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $362,322 | 20,129 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $286,365 | 15,538 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $268,137 | 14,880 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $259,100 | 14,589 | Shares | Sole | 2024-05-02 |