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Livermore
Livermore
ZHEN

RSM US Wealth Management LLC

SEC CIK
0001679031
Latest filing
Aug 4, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
77,407
Value
$4.68M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of USB by RSM US Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202677,407$4.68M0.1%−11,200−12.6%ReducedHolders
Q1 202688,607$4.65M0.1%+548+0.6%AddedHolders
Q4 202588,059$4.78M0.1%−2,940−3.2%ReducedHolders
Q3 202590,999$4.44M0.1%+341+0.4%AddedHolders
Q2 202590,658$4.15M0.1%+1,903+2.1%AddedHolders
Q1 202588,755$3.79M0.1%−3,368−3.7%ReducedHolders
Q4 202492,123$4.43M0.1%−3,547−3.7%ReducedHolders
Q3 202495,670$4.30M0.1%+2,355+2.5%AddedHolders
Q2 202493,315$3.66M0.1%+43,730+88.2%AddedHolders
Q1 202449,585$2.22M0.1%+16,157+48.3%AddedHolders
Q4 202333,428$1.46M<0.1%+52+0.2%AddedHolders
Q3 202333,376$1.12M<0.1%+271+0.8%AddedHolders
Q2 202333,105$1.11M<0.1%−734−2.2%ReducedHolders
Q1 202333,839$1.22M<0.1%+12,845+61.2%AddedHolders
Q4 202220,994$916.9K<0.1%+3,688+21.3%AddedHolders
Q3 202217,306$698.0K<0.1%−93−0.5%ReducedHolders
Q2 202217,399$801.0K<0.1%−1,619−8.5%ReducedHolders
Q1 202219,018$1.01M0.1%+1,956+11.5%AddedHolders
Q4 202117,062$958.0K<0.1%+195+1.2%AddedHolders
Q3 202116,867$1.00M0.1%+40.0%AddedHolders
Q2 202116,863$961.0K0.1%−405−2.3%ReducedHolders
Q1 202117,268$955.0K0.1%––Holders

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