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Kaizen Financial Strategies USLM Position History
United States Lime & Minerals, Inc. • Mining
Quarters held
5
Latest value
$535K
Q3 2026
Peak value
$662K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $618K |
| Q4 2025 | $596K |
| Q1 2026 | $662K |
| Q2 2026 | $525K |
| Q3 2026 | $535K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $535K | 4.7K | — | — |
| Q2 2026 | $525K | 5.0K | — | — |
| Q1 2026 | $662K | 5.0K | — | — |
| Q4 2025 | $596K | 5.0K | — | — |
| Q3 2025 | $618K | 5.4K | — | — |