Sherman Wealth Management LLC: RSSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sherman Wealth Management LLC on RSSB, newest first. How the timeline and the estimate are built.

Sherman Wealth Management LLC held 8,689 RSSB shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

period ended2026-06-30
13F 8,689 shares
Change vs previous 13F +390 shares
0.2% of the 13F portfolio, value $267,264.
13F-HR 0001754960-26-000444 filed by Sherman Wealth Management LLC
Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 8,299 shares
Change vs previous 13F not available
0.19% of the 13F portfolio, value $225,807.
13F-HR 0001754960-26-000218 filed by Sherman Wealth Management LLC
Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).