Garrett Wealth Advisory Group, LLC USLM — UNITED STATES LIME & MINERAL

Ownership history in Garrett Wealth Advisory Group, LLC  ·  10 quarters on record

AI Ownership Summary

Garrett Wealth Advisory Group, LLC reported UNITED STATES LIME & MINERAL (USLM) in 10 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.08% in 2024 Q4. The latest visible filing shows USLM at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this USLM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Garrett Wealth Advisory Group, LLC's position in UNITED STATES LIME & MINERAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

USLM was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

USLM stock page Garrett Wealth Advisory Group, LLC fund profile Garrett Wealth Advisory Group, LLC full holdings
How Garrett Wealth Advisory Group, LLC held USLM — position size vs. price
% of Fund (quarterly)    USLM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 2,500 — 0% 0.04% $283K 2026-10-22 $111.50
2026 Q2 UNCHANGED — — — 2,500 — 0% 0.04% $262K 2026-08-04 $115.58
2026 Q1 UNCHANGED — — — 2,500 — 0% 0.06% $327K 2026-04-27 $128.35
2025 Q4 UNCHANGED — — — 2,500 — 0% 0.06% $299K 2026-02-04 $114.07
2025 Q3 UNCHANGED — — — 2,500 — 0% 0.06% $329K 2025-11-18 $115.82
2025 Q2 UNCHANGED — — — 2,500 — 0% 0.05% $250K 2025-08-12 $118.24
2025 Q1 UNCHANGED — — — 2,500 — 0% 0.05% $221K 2025-04-30 $93.21
2024 Q4 UNCHANGED — — — 2,500 — 0% 0.08% $332K 2025-02-06 $111.05
2024 Q3 ADDED — — — 2,500 +2,000 +400.0% 0.06% $244K 2024-11-01 $108.01
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding USLM

As of 2026 Q3 — sorted by position size

Davidson Capital Management Inc. 3Y 0.84% Cardinal Capital Management 3Y 7Y 0.59% Linden Thomas Advisory Services, LLC 3Y 0.24% Kaizen Financial Strategies 3Y 0.21% Moran Wealth Management, LLC 3Y 0.12% JAMES INVESTMENT RESEARCH, INC. 3Y 7Y 0.1% Vest Financial, LLC 3Y 0.06% Sigma Planning Corp 3Y 7Y 0.03% PERRYMAN FINANCIAL ADVISORY INC /AD 0.03% Y-Intercept (Hong Kong) Ltd 3Y 0.01%

FAQ About Garrett Wealth Advisory Group, LLC and USLM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Garrett Wealth Advisory Group, LLC reported owning USLM?

Garrett Wealth Advisory Group, LLC reported USLM across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported USLM position in Garrett Wealth Advisory Group, LLC's portfolio?

The largest reported portfolio weight for USLM was 0.08% in 2024 Q4.

What is the latest reported USLM position on this page?

The most recent filing on this page is 2026 Q3, when Garrett Wealth Advisory Group, LLC reported 2,500 shares, equal to 0.04% of portfolio, with an estimated market value of $283K.

What does the chart on this USLM ownership page compare?

The chart compares Garrett Wealth Advisory Group, LLC's quarterly USLM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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