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Livermore
Livermore
ZHEN

RSM US Wealth Management LLC

SEC CIK
0001679031
Latest filing
Aug 4, 2026

MA holding history

Mastercard Inc 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.

MA overviewAll 13F holders of MAFull Q2 2026 holdings

Shares (Q2 2026)
23,404
Value
$12.0M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MA by RSM US Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,404$12.0M0.1%+437+1.9%AddedHolders
Q1 202622,967$11.5M0.1%−1,222−5.1%ReducedHolders
Q4 202524,189$14.0M0.2%−751−3.0%ReducedHolders
Q3 202524,940$14.2M0.2%−778−3.0%ReducedHolders
Q2 202525,718$14.5M0.2%+3,076+13.6%AddedHolders
Q1 202522,642$12.4M0.2%−3,338−12.8%ReducedHolders
Q4 202425,980$13.7M0.2%−374−1.4%ReducedHolders
Q3 202426,354$13.1M0.2%+2,499+10.5%AddedHolders
Q2 202423,855$10.4M0.2%+18,315+330.6%AddedHolders
Q1 20245,540$2.67M0.1%−324−5.5%ReducedHolders
Q4 20235,864$2.50M0.1%+2,352+67.0%AddedHolders
Q3 20233,512$1.39M<0.1%+195+5.9%AddedHolders
Q2 20233,317$1.30M<0.1%+44+1.3%AddedHolders
Q1 20233,273$1.19M<0.1%+1,892+137.0%AddedHolders
Q4 20221,381$481.0K<0.1%+135+10.8%AddedHolders
Q3 20221,246$354.0K<0.1%+37+3.1%AddedHolders
Q2 20221,209$381.0K<0.1%−195−13.9%ReducedHolders
Q1 20221,404$502.0K<0.1%00.0%UnchangedHolders
Q4 20211,404$504.0K<0.1%+219+18.5%AddedHolders
Q3 20211,185$412.0K<0.1%−6−0.5%ReducedHolders
Q2 20211,191$435.0K<0.1%00.0%UnchangedHolders
Q1 20211,191$424.0K<0.1%––Holders

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