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Garrett Wealth Advisory Group, LLC → USLM
Garrett Wealth Advisory Group, LLC USLM Position History
United States Lime & Minerals, Inc. • Mining
Quarters held
5
Latest value
$283K
Q3 2026
Peak value
$329K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $329K |
| Q4 2025 | $299K |
| Q1 2026 | $327K |
| Q2 2026 | $262K |
| Q3 2026 | $283K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $283K | 2.5K | — | — |
| Q2 2026 | $262K | 2.5K | — | — |
| Q1 2026 | $327K | 2.5K | — | — |
| Q4 2025 | $299K | 2.5K | — | — |
| Q3 2025 | $329K | 2.5K | — | — |