RSM US Wealth Management LLC

SEC CIK: 0001679031
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

MMM holding history

3M 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.

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

Shares (Q2 2026): 62,807
Value: $10.2M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MMM by RSM US Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	62,807	$10.2M	0.1%	−1,797−2.8%	Reduced	Holders
Q1 2026	64,604	$9.38M	0.1%	−1,900−2.9%	Reduced	Holders
Q4 2025	66,504	$10.7M	0.1%	−1,929−2.8%	Reduced	Holders
Q3 2025	68,433	$10.6M	0.1%	−775−1.1%	Reduced	Holders
Q2 2025	69,208	$10.5M	0.1%	+622+0.9%	Added	Holders
Q1 2025	68,586	$10.1M	0.2%	−1,858−2.6%	Reduced	Holders
Q4 2024	70,444	$9.09M	0.1%	+513+0.7%	Added	Holders
Q3 2024	69,931	$9.58M	0.1%	+4,931+7.6%	Added	Holders
Q2 2024	65,000	$6.54M	0.1%	+12,540+23.9%	Added	Holders
Q1 2024	52,460	$5.56M	0.1%	−1,394−2.6%	Reduced	Holders
Q4 2023	53,854	$5.89M	0.2%	+3,927+7.9%	Added	Holders
Q3 2023	49,927	$4.67M	0.2%	+1,257+2.6%	Added	Holders
Q2 2023	48,670	$4.87M	0.2%	−252−0.5%	Reduced	Holders
Q1 2023	48,922	$5.14M	0.2%	+8,443+20.9%	Added	Holders
Q4 2022	40,479	$4.86M	0.2%	+8,602+27.0%	Added	Holders
Q3 2022	31,877	$3.52M	0.2%	−9,297−22.6%	Reduced	Holders
Q2 2022	41,174	$5.33M	0.3%	−373−0.9%	Reduced	Holders
Q1 2022	41,547	$6.19M	0.3%	+1,658+4.2%	Added	Holders
Q4 2021	39,889	$7.09M	0.3%	+174+0.4%	Added	Holders
Q3 2021	39,715	$6.97M	0.4%	+483+1.2%	Added	Holders
Q2 2021	39,232	$7.79M	0.4%	−737−1.8%	Reduced	Holders
Q1 2021	39,969	$7.70M	0.5%	–	–	Holders

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