RSM US WEALTH MANAGEMENT LLC
Holdings in NAD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $493,408 | 41,049 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $616,378 | 52,727 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $665,861 | 58,978 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $1,049,356 | 91,090 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $1,043,150 | 89,464 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $1,177,573 | 95,119 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $1,221,617 | 104,056 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $464,680 | 40,548 | Shares | Sole | 2024-05-02 |