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RSM US Wealth Management LLC

SEC CIK
0001679031
Latest filing
Aug 4, 2026

PBA holding history

Pembina Pipeline 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.

PBA overviewAll 13F holders of PBAFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2024
Holdings of PBA by RSM US Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−8,185−100.0%Sold outHolders
Q1 20268,185$366.4K<0.1%+302+3.8%AddedHolders
Q4 20257,883$304.8K<0.1%+242+3.2%AddedHolders
Q3 20257,641$309.2K<0.1%−946−11.0%ReducedHolders
Q2 20258,587$322.1K<0.1%+1,166+15.7%AddedHolders
Q1 20257,421$297.1K<0.1%+444+6.4%AddedHolders
Q4 20246,977$259.3K<0.1%−2,996−30.0%ReducedHolders
Q3 20249,973$418.3K<0.1%+153+1.6%AddedHolders
Q2 20249,820$362.0K<0.1%+9,820NewHolders