RSM US WEALTH MANAGEMENT LLC
Holdings in MDY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $32,624,779 | 54,079 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $32,232,110 | 54,078 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $30,817,078 | 54,401 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $28,988,236 | 54,338 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $4,581,131 | 8,043 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $4,600,004 | 8,075 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $4,632,722 | 8,658 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $3,499,199 | 6,289 | Shares | Sole | 2024-05-02 |
| 2023-12-31 | $3,100,599 | 6,111 | Shares | Sole | 2024-02-05 |
| 2023-09-30 | $1,013,284 | 2,219 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $1,084,252 | 2,264 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $1,027,755 | 2,242 | Shares | Sole | 2023-05-15 |