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Creative Planning USLM Position History
United States Lime & Minerals, Inc. • Mining
Quarters held
8
Latest value
$1.8M
Q3 2026
Peak value
$1.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $866K |
| Q3 2025 | $15K |
| Q4 2025 | $830K |
| Q1 2026 | $1.3M |
| Q2 2026 | $12K |
| Q2 2026 | $774K |
| Q3 2026 | $13K |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 15.8K | — | — |
| Q3 2026 | $13K | 116 | — | — |
| Q2 2026 | $774K | 7.4K | — | — |
| Q2 2026 | $12K | 111 | — | — |
| Q1 2026 | $1.3M | 9.6K | — | — |
| Q4 2025 | $830K | 6.9K | — | — |
| Q3 2025 | $15K | 114 | — | — |
| Q3 2025 | $866K | 6.6K | — | — |