RSM US Wealth Management LLC

SEC CIK: 0001679031
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

V holding history

Visa 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.

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

Shares (Q2 2026): 75,573
Value: $25.9M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of V by RSM US Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	75,573	$25.9M	0.3%	+749+1.0%	Added	Holders
Q1 2026	74,824	$22.6M	0.3%	−2,239−2.9%	Reduced	Holders
Q4 2025	77,063	$27.3M	0.3%	−2,782−3.5%	Reduced	Holders
Q3 2025	79,845	$27.3M	0.4%	−2,454−3.0%	Reduced	Holders
Q2 2025	82,299	$29.2M	0.4%	+8,572+11.6%	Added	Holders
Q1 2025	73,727	$25.8M	0.4%	−7,194−8.9%	Reduced	Holders
Q4 2024	80,921	$25.5M	0.4%	+11,806+17.1%	Added	Holders
Q3 2024	69,115	$19.2M	0.3%	+2,724+4.1%	Added	Holders
Q2 2024	66,391	$17.5M	0.3%	+47,460+250.7%	Added	Holders
Q1 2024	18,931	$5.28M	0.1%	+39+0.2%	Added	Holders
Q4 2023	18,892	$4.92M	0.1%	−803−4.1%	Reduced	Holders
Q3 2023	19,695	$4.53M	0.2%	+226+1.2%	Added	Holders
Q2 2023	19,469	$4.62M	0.2%	−357−1.8%	Reduced	Holders
Q1 2023	19,826	$4.47M	0.2%	+12,890+185.8%	Added	Holders
Q4 2022	6,936	$1.45M	0.1%	+903+15.0%	Added	Holders
Q3 2022	6,033	$1.07M	0.1%	−1,667−21.6%	Reduced	Holders
Q2 2022	7,700	$1.52M	0.1%	+1,387+22.0%	Added	Holders
Q1 2022	6,313	$1.40M	0.1%	−2,807−30.8%	Reduced	Holders
Q4 2021	9,120	$1.98M	0.1%	+395+4.5%	Added	Holders
Q3 2021	8,725	$1.94M	0.1%	−660−7.0%	Reduced	Holders
Q2 2021	9,385	$2.19M	0.1%	+1,089+13.1%	Added	Holders
Q1 2021	8,296	$1.76M	0.1%	–	–	Holders

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