RSM US Wealth Management LLC

SEC CIK: 0001679031
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

APG holding history

APi Group Corp in every 13F filed by RSM US Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APG overview All 13F holders of APG Full Q2 2026 holdings

Shares (Q2 2026): 95,839
Value: $4.06M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of APG by RSM US Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	95,839	$4.06M	<0.1%	−3,111−3.1%	Reduced	Holders
Q1 2026	98,950	$4.01M	<0.1%	−393−0.4%	Reduced	Holders
Q4 2025	99,343	$3.86M	<0.1%	−10,676−9.7%	Reduced	Holders
Q3 2025	110,019	$3.78M	<0.1%	+14,878+15.6%	Added	Holders
Q2 2025	95,141	$3.78M	0.1%	+19,559+25.9%	Added	Holders
Q1 2025	75,582	$2.70M	<0.1%	+145+0.2%	Added	Holders
Q4 2024	75,437	$2.71M	<0.1%	−24,716−24.7%	Reduced	Holders
Q3 2024	100,153	$3.24M	<0.1%	+47,088+88.7%	Added	Holders
Q2 2024	53,065	$1.93M	<0.1%	+930+1.8%	Added	Holders
Q1 2024	52,135	$2.05M	0.1%	−4,171−7.4%	Reduced	Holders
Q4 2023	56,306	$1.95M	0.1%	−17,640−23.9%	Reduced	Holders
Q3 2023	73,946	$1.92M	0.1%	−5,300−6.7%	Reduced	Holders
Q2 2023	79,246	$2.16M	0.1%	−4,020−4.8%	Reduced	Holders
Q1 2023	83,266	$1.87M	0.1%	00.0%	Unchanged	Holders
Q4 2022	83,266	$1.57M	0.1%	00.0%	Unchanged	Holders
Q3 2022	83,266	$1.10M	0.1%	00.0%	Unchanged	Holders
Q2 2022	83,266	$1.25M	0.1%	00.0%	Unchanged	Holders
Q1 2022	83,266	$1.75M	0.1%	00.0%	Unchanged	Holders
Q4 2021	83,266	$2.15M	0.1%	00.0%	Unchanged	Holders
Q3 2021	83,266	$1.69M	0.1%	00.0%	Unchanged	Holders
Q2 2021	83,266	$1.74M	0.1%	00.0%	Unchanged	Holders
Q1 2021	83,266	$1.72M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.