RSM US WEALTH MANAGEMENT LLC
CIK
0001679031
City
MINNEAPOLIS
State / Country
MN
Holdings in NPFD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $238,579 | 12,537 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $649,338 | 32,532 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $709,542 | 36,802 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $1,170,290 | 62,349 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $1,728,987 | 94,843 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $1,413,340 | 74,622 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $1,191,851 | 64,845 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $873,076 | 48,748 | Shares | Sole | 2024-05-02 |