State location: IL | State of Inc.: DE | Fiscal Year End: 0430
formerly: RSM US WEALTH MANAGEMENT LLC (filings through 2022-02-08)
| Filings | Format | Description | Filing Date | File/Film Number |
|---|---|---|---|---|
| N-PX | Documents | Annual Report of proxy voting record of management investment companies Acc-no: 0001214659-25-004315 (34 Act) Size: 1 MB |
2025-03-13 | 028-20277 25735640 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-25-001353 (34 Act) Size: 744 KB |
2025-01-27 | 028-20277 25556826 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-24-018521 (34 Act) Size: 753 KB |
2024-11-07 | 028-20277 241433748 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-24-013930 (34 Act) Size: 702 KB |
2024-08-07 | 028-20277 241180750 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-24-008114 (34 Act) Size: 310 KB |
2024-05-02 | 028-20277 24905259 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-24-001884 (34 Act) Size: 291 KB |
2024-02-05 | 028-20277 24594474 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-23-014694 (34 Act) Size: 216 KB |
2023-11-08 | 028-20277 231387308 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-23-010781 (34 Act) Size: 220 KB |
2023-08-04 | 028-20277 231143489 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-23-007206 (34 Act) Size: 224 KB |
2023-05-15 | 028-20277 23923300 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-23-002036 (34 Act) Size: 112 KB |
2023-02-13 | 028-20277 23615872 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-22-012516 (34 Act) Size: 100 KB |
2022-10-21 | 028-20277 221322245 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-22-009886 (34 Act) Size: 102 KB |
2022-08-11 | 028-20277 221154642 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-22-006101 (34 Act) Size: 111 KB |
2022-05-02 | 028-20277 22881233 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-22-002033 (34 Act) Size: 110 KB |
2022-02-08 | 028-20277 22600325 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-21-011298 (34 Act) Size: 104 KB |
2021-11-08 | 028-20277 211388976 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-21-008503 (34 Act) Size: 104 KB |
2021-08-13 | 028-20277 211171564 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-21-004601 (34 Act) Size: 95 KB |
2021-04-29 | 028-20277 21867758 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-21-001270 (34 Act) Size: 95 KB |
2021-02-04 | 028-20277 21591762 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-20-009135 (34 Act) Size: 86 KB |
2020-11-03 | 028-20277 201283849 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-20-007093 (34 Act) Size: 87 KB |
2020-08-14 | 028-20277 201101514 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-20-005401 (34 Act) Size: 132 KB |
2020-06-04 | 028-20277 20943772 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-20-005400 (34 Act) Size: 123 KB |
2020-06-04 | 028-20277 20943773 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-20-005399 (34 Act) Size: 109 KB |
2020-06-04 | 028-20277 20943770 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-20-005397 (34 Act) Size: 95 KB |
2020-06-04 | 028-20277 20943769 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-20-005403 (34 Act) Size: 125 KB |
2020-06-04 | 028-20277 20943768 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-20-005404 (34 Act) Size: 134 KB |
2020-06-04 | 028-20277 20943766 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-20-005406 (34 Act) Size: 110 KB |
2020-06-04 | 028-20277 20943767 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-20-005409 (34 Act) Size: 93 KB |
2020-06-04 | 028-20277 20943765 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-20-005412 (34 Act) Size: 93 KB |
2020-06-04 | 028-20277 20943764 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-20-005410 (34 Act) Size: 94 KB |
2020-06-04 | 028-20277 20943763 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-20-005411 (34 Act) Size: 89 KB |
2020-06-04 | 028-20277 20943761 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-20-005407 (34 Act) Size: 103 KB |
2020-06-04 | 028-20277 20943758 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-20-005398 (34 Act) Size: 101 KB |
2020-06-04 | 028-20277 20943759 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-20-005395 (34 Act) Size: 73 KB |
2020-06-04 | 028-20277 20943760 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-20-005391 (34 Act) Size: 71 KB |
2020-06-04 | 028-20277 20943762 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-20-005394 (34 Act) Size: 72 KB |
2020-06-04 | 028-20277 20943757 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-20-005389 (34 Act) Size: 66 KB |
2020-06-04 | 028-20277 20943756 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-20-005408 (34 Act) Size: 90 KB |
2020-06-04 | 028-20277 20943754 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-20-005396 (34 Act) Size: 77 KB |
2020-06-04 | 028-20277 20943751 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001214659-20-005393 (34 Act) Size: 71 KB |
2020-06-04 | 028-20277 20943755 |