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Advisornet Financial’s United States Lime & Minerals USLM Stock Holding History

Advisornet Financial’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-150
Closed -$15.7K – 2029
2026
Q2 		$15.7K Hold
150
– – ﹤0.01% 1466
2026
Q1 		$19.6K Hold
150
– – ﹤0.01% 1346
2025
Q4 		$18K Hold
150
– – ﹤0.01% 1370
2025
Q3 		$19.7K Hold
150
– – ﹤0.01% 1309
2025
Q2 		$15K Hold
150
– – ﹤0.01% 1361
2025
Q1 		$13.3K Buy
+150
New +$15.6K ﹤0.01% 1331

Other funds holding USLM

DCM
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Advisornet Financial's USLM Position: Q3 2026 in Review

Advisornet Financial sold out of United States Lime & Minerals (USLM) in Q3 2026, closing a stake of 150 shares — an estimated $15.7K sold.

Advisornet Financial first reported a position in USLM in Q1 2025 and held it in 6 quarters. The position peaked at $19.7K in Q3 2025. 15 funds tracked by Wall St. Rank hold USLM as of Q3 2026.

  • Advisornet Financial reported no remaining United States Lime & Minerals position as of Q3 2026 after selling out during the quarter.
  • Advisornet Financial sold 150 United States Lime & Minerals shares in Q3 2026, an estimated $15.7K.
  • Advisornet Financial first reported a position in United States Lime & Minerals in Q1 2025 and held it in 6 quarters.
  • Advisornet Financial's United States Lime & Minerals position peaked at $19.7K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.