Current Market Value 7,169,848,292
Current Holdings 1527
Most Recent File Date 2025-08-13
Total Filings on Record 46
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Rsm Us Wealth Management Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-13 2025-06-30 13F-HR 1527 7,169,848
2025-05-06 2025-03-31 13F-HR 1440 6,443,241
2025-01-27 2024-12-31 13F-HR 1609 6,958,717
2024-11-07 2024-09-30 13F-HR 1628 6,817,162
2024-08-07 2024-06-30 13F-HR 1516 5,959,907
2024-05-02 2024-03-31 13F-HR 665 3,894,759
2024-02-05 2023-12-31 13F-HR 624 3,690,596
2023-11-08 2023-09-30 13F-HR 462 2,825,247
2023-08-04 2023-06-30 13F-HR 469 2,927,814
2023-05-15 2023-03-31 13F-HR 478 2,833,134
2023-02-13 2022-12-31 13F-HR 237 2,020,020
2022-10-21 2022-09-30 13F-HR 211 1,733,879
2022-08-11 2022-06-30 13F-HR 216 1,785,148
2022-05-02 2022-03-31 13F-HR 237 1,974,594
2022-02-08 2021-12-31 13F-HR 233 2,047,822
2021-11-08 2021-09-30 13F-HR 221 1,869,562
2021-08-13 2021-06-30 13F-HR 220 1,851,222
2021-04-29 2021-03-31 13F-HR 202 1,566,564
2021-02-04 2020-12-31 13F-HR 202 1,410,785
2020-11-03 2020-09-30 13F-HR 181 1,196,057
2020-08-14 2020-06-30 13F-HR 183 1,033,453
2020-05-15 2020-03-31 13F-HR 178 813,484
2020-06-04 2019-12-31 13F-HR 196 1,007,286
2020-06-04 2019-09-30 13F-HR 187 865,427
2020-06-04 2019-06-30 13F-HR 198 856,669
2020-06-04 2019-03-31 13F-HR 196 816,799
2020-06-04 2018-12-31 13F-HR 190 699,309
2020-06-04 2018-09-30 13F-HR 218 764,085
2020-06-04 2018-06-30 13F-HR 234 746,247
2020-06-04 2018-03-31 13F-HR 276 838,296
2020-06-04 2017-12-31 13F-HR 287 827,039
2020-06-04 2017-09-30 13F-HR 267 762,060
2020-06-04 2017-06-30 13F-HR 259 709,667
2020-06-04 2017-03-31 13F-HR 283 688,160
2020-06-04 2016-12-31 13F-HR 263 629,538
2020-06-04 2016-09-30 13F-HR 232 573,311
2020-06-04 2016-06-30 13F-HR 215 520,350
2020-06-04 2016-03-31 13F-HR 202 495,625
2020-06-04 2015-12-31 13F-HR 161 424,207
2020-06-04 2015-09-30 13F-HR 152 381,555
2020-06-04 2015-06-30 13F-HR 151 400,548
2020-06-04 2015-03-31 13F-HR 149 392,258
2020-06-04 2014-12-31 13F-HR 146 372,689
2020-06-04 2014-09-30 13F-HR 149 341,699
2020-06-04 2014-06-30 13F-HR 145 353,769
2020-06-04 2014-03-31 13F-HR 139 340,546