RSM US WEALTH MANAGEMENT LLC
Holdings in SSD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $7,024,429 | 43,503 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $7,257,716 | 43,340 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $6,718,244 | 43,257 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $6,816,486 | 43,395 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $7,205,810 | 43,453 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $8,366,723 | 43,743 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $7,333,582 | 43,515 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $8,805,915 | 42,918 | Shares | Sole | 2024-05-02 |
| 2023-12-31 | $8,496,905 | 42,918 | Shares | Sole | 2024-02-05 |
| 2023-09-30 | $6,429,545 | 42,918 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $5,944,143 | 42,918 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $4,705,529 | 42,918 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $3,805,109 | 42,918 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $3,364,771 | 42,918 | Shares | Sole | 2022-10-21 |
| 2022-06-30 | $4,317,979 | 42,918 | Shares | Sole | 2022-08-11 |
| 2022-03-31 | $4,679,778 | 42,918 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $5,968,606 | 42,918 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $4,590,938 | 42,918 | Shares | Sole | 2021-11-08 |
| 2021-06-30 | $4,739,863 | 42,918 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $4,451,884 | 42,918 | Shares | Sole | 2021-04-29 |
| 2020-12-31 | $4,010,687 | 42,918 | Shares | Sole | 2021-02-04 |
| 2020-09-30 | $4,169,912 | 42,918 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $3,620,562 | 42,918 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $2,660,057 | 42,918 | Shares | Sole | 2020-05-15 |