Essential Partners’s United States Lime & Minerals USLM Stock Holding History

Essential Partners’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	$7.92K	Buy	70 +4	+6%	+$452	﹤0.01%	1300
2026 Q2	$6.91K	Sell	66 -30	-31%	-$3.48K	﹤0.01%	1383
2026 Q1	$12.5K	Sell	96 -6	-6%	-$721	﹤0.01%	1138
2025 Q4	$12.2K	Sell	102 -46	-31%	-$5.7K	﹤0.01%	1092
2025 Q3	$19.5K	Buy	148 +85	+135%	+$9.81K	0.01%	897
2025 Q2	$6.29K	Buy	+63	New	+$6.16K	﹤0.01%	982

Other funds holding USLM

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Essential Partners's USLM Position: Q3 2026 in Review

Essential Partners increased its United States Lime & Minerals (USLM) stake by 6.1% in Q3 2026, buying an estimated $452 and bringing the position to 70 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Essential Partners first reported a position in USLM in Q2 2025 and has held it in 6 quarters since. The position peaked at $19.5K in Q3 2025. 12 funds tracked by Wall St. Rank hold USLM as of Q3 2026.

Essential Partners held 70 shares of United States Lime & Minerals worth $7.92K as of Q3 2026.
Essential Partners bought 4 United States Lime & Minerals shares in Q3 2026, an estimated $452.
United States Lime & Minerals made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1300 holding.
Essential Partners first reported a position in United States Lime & Minerals in Q2 2025 and has held it in 6 quarters since.
Essential Partners's United States Lime & Minerals position peaked at $19.5K in Q3 2025.
12 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.