RSM US WEALTH MANAGEMENT LLC
Holdings in JQC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $332,615 | 66,258 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $337,527 | 64,047 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $362,817 | 67,313 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $310,103 | 57,640 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $339,715 | 59,704 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $382,076 | 65,989 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $474,236 | 85,448 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $394,049 | 70,745 | Shares | Sole | 2024-05-02 |