Fortitude Family Office’s United States Lime & Minerals USLM Stock Holding History

Fortitude Family Office’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	$1.7K	Buy	15 +2	+15%	+$226	﹤0.01%	2074
2026 Q2	$1.36K	Buy	13 +1	+8%	+$116	﹤0.01%	1633
2026 Q1	$1.57K	Buy	12 +9	+300%	+$1.08K	﹤0.01%	1369
2025 Q4	$359	Sell	3 -3	-50%	-$372	﹤0.01%	1790
2025 Q3	$789	Buy	6 +2	+50%	+$231	﹤0.01%	1625
2025 Q2	$399	Buy	+4	New	+$391	﹤0.01%	1887

Other funds holding USLM

KFS

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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 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

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

Fortitude Family Office's USLM Position: Q3 2026 in Review

Fortitude Family Office increased its United States Lime & Minerals (USLM) stake by 15% in Q3 2026, buying an estimated $226 and bringing the position to 15 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

Fortitude Family Office first reported a position in USLM in Q2 2025 and has held it in 6 quarters since. 14 funds tracked by Wall St. Rank hold USLM as of Q3 2026.

Fortitude Family Office held 15 shares of United States Lime & Minerals worth $1.7K as of Q3 2026.
Fortitude Family Office bought 2 United States Lime & Minerals shares in Q3 2026, an estimated $226.
United States Lime & Minerals made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2074 holding.
Fortitude Family Office first reported a position in United States Lime & Minerals in Q2 2025 and has held it in 6 quarters since.
14 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.