Back to USLM
True Wealth Design, LLC → USLM
True Wealth Design, LLC USLM Position History
United States Lime & Minerals, Inc. • Mining
Quarters held
5
Latest value
$7K
Q3 2026
Peak value
$8K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8K |
| Q4 2025 | $7K |
| Q1 2026 | $8K |
| Q2 2026 | $6K |
| Q3 2026 | $7K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7K | 60 | — | — |
| Q2 2026 | $6K | 60 | — | — |
| Q1 2026 | $8K | 62 | — | — |
| Q4 2025 | $7K | 62 | — | — |
| Q3 2025 | $8K | 62 | — | — |