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Kestra Advisory Services, LLC → USLM
Kestra Advisory Services, LLC USLM Position History
United States Lime & Minerals, Inc. • Mining
Quarters held
4
Latest value
$391K
Q3 2026
Peak value
$391K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $148K |
| Q1 2026 | $292K |
| Q2 2026 | $266K |
| Q3 2026 | $391K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $391K | 3.5K | — | — |
| Q2 2026 | $266K | 2.5K | — | — |
| Q1 2026 | $292K | 2.2K | — | — |
| Q4 2025 | $148K | 1.2K | — | — |