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Root Financial Partners, LLC → USLM
Root Financial Partners, LLC USLM Position History
United States Lime & Minerals, Inc. • Mining
Quarters held
4
Latest value
$14K
Q3 2026
Peak value
$14K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6K |
| Q4 2025 | $7K |
| Q1 2026 | $10K |
| Q3 2026 | $14K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14K | 125 | — | — |
| Q1 2026 | $10K | 75 | — | — |
| Q4 2025 | $7K | 55 | — | — |
| Q3 2025 | $6K | 46 | — | — |
Other funds holding USLM
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HONA
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CRDO
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HONA
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