Rsm Us Wealth Management »

Lakeland Financial Corporation shares owned by Rsm Us Wealth Management

Quarter-by-quarter ownership of Lakeland Financial Corporation (LKFN) shares owned by Rsm Us Wealth Management from 13F filings

Historical chart of Rsm Us Wealth Management investment in Lakeland Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including Lakeland Financial Corporation held by Rsm Us Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lakeland Financial Corporation by Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $446k 6.9k 64.20
2025-06-30 $427k 6.9k 61.45
2025-03-31 $472k 7.9k 59.44
2024-12-31 $552k 8.0k 68.80
2024-09-30 $752k 12k 63.36
2024-06-30 $841k 14k 60.54
2024-03-31 $783k 12k 66.32

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Bank of America Corporation (BAC)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)

View all positions for Rsm Us Wealth Management

Top funds holding Lakeland Financial Corporation

BlackRock
Neuberger Berman Group
Vanguard Group
State Street Corporation
Charles Schwab Investment Management
Silvercrest Asset Management Group
Victory Capital Management
Dimensional Fund Advisors
Copeland Capital Management
Geode Capital Management
Neumeier Poma Investment Counsel
Nfj Investment Group
Btim
Northern Trust
Hanna Zanoni

View all funds holding Lakeland Financial Corporation