RSM US Wealth Management LLC

SEC CIK: 0001679031
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

DIS holding history

Walt Disney Co 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.

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

Shares (Q2 2026): 106,178
Value: $10.2M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of DIS by RSM US Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	106,178	$10.2M	0.1%	−4,068−3.7%	Reduced	Holders
Q1 2026	110,246	$10.6M	0.1%	+2,831+2.6%	Added	Holders
Q4 2025	107,415	$12.3M	0.2%	−2,913−2.6%	Reduced	Holders
Q3 2025	110,328	$12.6M	0.2%	−223−0.2%	Reduced	Holders
Q2 2025	110,551	$13.8M	0.2%	+12,238+12.4%	Added	Holders
Q1 2025	98,313	$9.70M	0.2%	−13,036−11.7%	Reduced	Holders
Q4 2024	111,349	$12.4M	0.2%	+25,937+30.4%	Added	Holders
Q3 2024	85,412	$8.03M	0.1%	+3,789+4.6%	Added	Holders
Q2 2024	81,623	$8.01M	0.1%	+31,978+64.4%	Added	Holders
Q1 2024	49,645	$6.07M	0.2%	+2,237+4.7%	Added	Holders
Q4 2023	47,408	$4.29M	0.1%	+13,318+39.1%	Added	Holders
Q3 2023	34,090	$2.76M	0.1%	+7,128+26.4%	Added	Holders
Q2 2023	26,962	$2.41M	0.1%	−774−2.8%	Reduced	Holders
Q1 2023	27,736	$2.78M	0.1%	+18,377+196.4%	Added	Holders
Q4 2022	9,359	$814.9K	<0.1%	+1,028+12.3%	Added	Holders
Q3 2022	8,331	$786.0K	<0.1%	−2,021−19.5%	Reduced	Holders
Q2 2022	10,352	$977.0K	0.1%	+828+8.7%	Added	Holders
Q1 2022	9,524	$1.31M	0.1%	−1,436−13.1%	Reduced	Holders
Q4 2021	10,960	$1.70M	0.1%	−223−2.0%	Reduced	Holders
Q3 2021	11,183	$1.89M	0.1%	+432+4.0%	Added	Holders
Q2 2021	10,751	$1.89M	0.1%	+1,709+18.9%	Added	Holders
Q1 2021	9,042	$1.67M	0.1%	–	–	Holders

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