Summit Wealth Group (Colorado)
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Summit Wealth Group (Colorado)’s United States Lime & Minerals USLM Stock Holding History

Summit Wealth Group (Colorado)’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 		$818K Buy
+7,233
New +$817K 0.05% 190

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Summit Wealth Group (Colorado)'s USLM Position: Q3 2026 in Review

Summit Wealth Group (Colorado) opened a new position in United States Lime & Minerals (USLM) in Q3 2026: 7,233 shares worth $818K. The stake represents 0.05% of the portfolio and ranks #190 among its holdings.

62 funds tracked by Wall St. Rank hold USLM as of Q3 2026.

  • Summit Wealth Group (Colorado) held 7,233 shares of United States Lime & Minerals worth $818K as of Q3 2026.
  • United States Lime & Minerals was a new Summit Wealth Group (Colorado) position in Q3 2026.
  • United States Lime & Minerals made up 0.05% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #190 holding.
  • 62 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.