Farther Finance Advisors
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Farther Finance Advisors’s United States Lime & Minerals USLM Stock Holding History

Farther Finance Advisors’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 		$35.1K Buy
310
+54
+21% +$6.1K ﹤0.01% 3706
2026
Q2 		$26.7K Sell
256
-32
-11% -$3.71K ﹤0.01% 3758
2026
Q1 		$39.1K Buy
288
+5
+2% +$601 ﹤0.01% 3175
2025
Q4 		$33.9K Buy
283
+2
+0.7% +$248 ﹤0.01% 3072
2025
Q3 		$37K Buy
281
+73
+35% +$8.43K ﹤0.01% 2630
2025
Q2 		$20.8K Buy
208
+43
+26% +$4.2K ﹤0.01% 2652
2025
Q1 		$15.1K Buy
165
+9
+6% +$936 ﹤0.01% 2523
2024
Q4 		$20.7K Sell
156
-154
-50% -$19.5K ﹤0.01% 2063
2024
Q3 		$29.9K Buy
310
+155
+100% +$12.4K ﹤0.01% 1900
2024
Q2 		$10.9K Hold
155
– – ﹤0.01% 2047
2024
Q1 		$9.21K Hold
155
– – ﹤0.01% 1797
2023
Q4 		$7.14K Hold
155
– – ﹤0.01% 1780
2023
Q3 		$6.23K Hold
155
– – ﹤0.01% 1447
2023
Q2 		$6.48K Hold
155
– – ﹤0.01% 1336
2023
Q1 		$4.73K Hold
155
– – ﹤0.01% 1361
2022
Q4 		$4.36K Buy
+155
New +$4K ﹤0.01% 1219

Other funds holding USLM

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
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
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

Farther Finance Advisors's USLM Position: Q3 2026 in Review

Farther Finance Advisors increased its United States Lime & Minerals (USLM) stake by 21% in Q3 2026, buying an estimated $6.1K and bringing the position to 310 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3706.

Farther Finance Advisors first reported a position in USLM in Q4 2022 and has held it in 16 quarters since. The position peaked at $39.1K in Q1 2026. 14 funds tracked by Wall St. Rank hold USLM as of Q3 2026.

  • Farther Finance Advisors held 310 shares of United States Lime & Minerals worth $35.1K as of Q3 2026.
  • Farther Finance Advisors bought 54 United States Lime & Minerals shares in Q3 2026, an estimated $6.1K.
  • United States Lime & Minerals made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3706 holding.
  • Farther Finance Advisors first reported a position in United States Lime & Minerals in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's United States Lime & Minerals position peaked at $39.1K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.