RSM US WEALTH MANAGEMENT LLC
CIK
0001679031
City
MINNEAPOLIS
State / Country
MN
Holdings in JRI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $439,574 | 32,524 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $501,281 | 35,424 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $488,736 | 36,456 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $480,834 | 37,419 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $504,678 | 41,897 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $617,051 | 45,455 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $569,935 | 47,159 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $326,121 | 27,690 | Shares | Sole | 2024-05-02 |
| 2023-12-31 | $320,372 | 27,527 | Shares | Sole | 2024-02-05 |
| 2021-12-31 | $179,832 | 11,234 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $170,127 | 11,234 | Shares | Sole | 2021-11-08 |
| 2021-06-30 | $179,275 | 11,234 | Shares | Sole | 2021-08-13 |