RSM US Wealth Management LLC

SEC CIK: 0001679031
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company 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.

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

Shares (Q2 2026): 181,907
Value: $15.0M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of WFC by RSM US Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	181,907	$15.0M	0.2%	−9,313−4.9%	Reduced	Holders
Q1 2026	191,220	$15.2M	0.2%	−5,104−2.6%	Reduced	Holders
Q4 2025	196,324	$18.5M	0.2%	−17,835−8.3%	Reduced	Holders
Q3 2025	214,159	$18.0M	0.2%	−4,304−2.0%	Reduced	Holders
Q2 2025	218,463	$17.5M	0.2%	−14,225−6.1%	Reduced	Holders
Q1 2025	232,688	$16.7M	0.3%	−35,952−13.4%	Reduced	Holders
Q4 2024	268,640	$18.9M	0.3%	−161,322−37.5%	Reduced	Holders
Q3 2024	429,962	$23.9M	0.4%	+94,801+28.3%	Added	Holders
Q2 2024	335,161	$20.2M	0.3%	+278,666+493.3%	Added	Holders
Q1 2024	56,495	$3.27M	0.1%	+6,762+13.6%	Added	Holders
Q4 2023	49,733	$2.45M	0.1%	+5,527+12.5%	Added	Holders
Q3 2023	44,206	$1.81M	0.1%	+1,989+4.7%	Added	Holders
Q2 2023	42,217	$1.80M	0.1%	−1,069−2.5%	Reduced	Holders
Q1 2023	43,286	$1.62M	0.1%	+26,208+153.5%	Added	Holders
Q4 2022	17,078	$711.6K	<0.1%	+7,146+71.9%	Added	Holders
Q3 2022	9,932	$399.0K	<0.1%	−406−3.9%	Reduced	Holders
Q2 2022	10,338	$405.0K	<0.1%	−4,580−30.7%	Reduced	Holders
Q1 2022	14,918	$723.0K	<0.1%	−6,895−31.6%	Reduced	Holders
Q4 2021	21,813	$1.05M	0.1%	−458−2.1%	Reduced	Holders
Q3 2021	22,271	$1.03M	0.1%	+826+3.9%	Added	Holders
Q2 2021	21,445	$971.0K	0.1%	−1,195−5.3%	Reduced	Holders
Q1 2021	22,640	$885.0K	0.1%	–	–	Holders

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