True Wealth Design’s United States Lime & Minerals USLM Stock Holding History

True Wealth Design’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	$6.79K	Hold	60	–	–	﹤0.01%	1227
2026 Q2	$6.28K	Sell	60 -2	-3%	-$232	﹤0.01%	1240
2026 Q1	$8.1K	Hold	62	–	–	﹤0.01%	1047
2025 Q4	$7.42K	Hold	62	–	–	﹤0.01%	949
2025 Q3	$8.16K	Buy	62 +7	+13%	+$808	﹤0.01%	906
2025 Q2	$5.49K	Buy	55 +30	+120%	+$2.93K	﹤0.01%	770
2025 Q1	$2.21K	Buy	25 +2	+9%	+$208	﹤0.01%	973
2024 Q4	$3.05K	Hold	23	–	–	﹤0.01%	639
2024 Q3	$2.25K	Buy	+23	New	+$1.85K	﹤0.01%	756

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

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

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

True Wealth Design's USLM Position: Q3 2026 in Review

True Wealth Design held its United States Lime & Minerals (USLM) position steady in Q3 2026 at 60 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

True Wealth Design first reported a position in USLM in Q3 2024 and has held it in 9 quarters since. The position peaked at $8.16K in Q3 2025. 13 funds tracked by Wall St. Rank hold USLM as of Q3 2026.

True Wealth Design held 60 shares of United States Lime & Minerals worth $6.79K as of Q3 2026.
True Wealth Design left its United States Lime & Minerals share count unchanged in Q3 2026.
United States Lime & Minerals made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1227 holding.
True Wealth Design first reported a position in United States Lime & Minerals in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's United States Lime & Minerals position peaked at $8.16K in Q3 2025.
13 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.