RSM US WEALTH MANAGEMENT LLC
Holdings in NEO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $722,793 | 61,462 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $464,350 | 60,149 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $268,803 | 36,772 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $379,324 | 39,971 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $691,319 | 41,949 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $619,028 | 41,968 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $565,549 | 40,775 | Shares | Sole | 2024-08-07 |