RSM US WEALTH MANAGEMENT LLC
Holdings in PDM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $404,915 | 48,551 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $450,990 | 50,110 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $368,268 | 50,517 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $396,417 | 53,788 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $494,319 | 54,024 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $524,654 | 51,946 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $400,504 | 55,242 | Shares | Sole | 2024-08-07 |