RSM US WEALTH MANAGEMENT LLC
CIK
0001679031
City
MINNEAPOLIS
State / Country
MN
Holdings in RFMZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $398,739 | 31,496 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $372,473 | 28,542 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $362,312 | 28,664 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $695,491 | 51,825 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $614,215 | 45,837 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $500,844 | 34,541 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $460,850 | 32,592 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $437,258 | 31,166 | Shares | Sole | 2024-05-02 |