RSM US WEALTH MANAGEMENT LLC
Holdings in SHIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $29,994 | 10,272 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $26,809 | 10,272 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $17,565 | 10,272 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $18,489 | 10,272 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $26,604 | 10,272 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $25,371 | 10,272 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $15,921 | 10,272 | Shares | Sole | 2024-08-07 |