HERITAGE INVESTORS MANAGEMENT CORP
Holdings in USLM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,740,917 | 31,242 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $4,109,885 | 31,242 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $3,118,251 | 31,245 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $2,761,433 | 31,245 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $4,147,461 | 31,245 | Shares | Sole | 2025-02-05 |
| 2024-09-30 | $3,051,386 | 31,245 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $456,317 | 6,265 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $384,600 | 6,450 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $374,549 | 8,130 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $332,614 | 8,274 | Shares | Sole | 2023-11-09 |
| 2023-06-30 | $354,026 | 8,474 | Shares | Sole | 2023-08-01 |
| 2023-03-31 | $327,000 | 10,708 | Shares | Sole | 2023-05-01 |
| 2022-12-31 | $301,507 | 10,710 | Shares | Sole | 2023-02-06 |
| 2022-09-30 | $220,833 | 10,804 | Shares | Sole | 2022-10-27 |
| 2022-06-30 | $228,180 | 10,804 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $250,739 | 10,804 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $278,786 | 10,804 | Shares | Sole | 2022-01-28 |
| 2021-09-30 | $261,024 | 10,804 | Shares | Sole | 2021-10-28 |
| 2021-06-30 | $300,545 | 10,804 | Shares | Sole | 2021-07-29 |
| 2021-03-31 | $288,920 | 10,804 | Shares | Sole | 2021-04-23 |
| 2020-12-31 | $246,331 | 10,804 | Shares | Sole | 2021-01-28 |
| 2020-09-30 | $198,292 | 11,004 | Shares | Sole | 2020-10-29 |
| 2020-06-30 | $188,436 | 11,158 | Shares | Sole | 2020-07-24 |
| 2020-03-31 | $76,804 | 5,200 | Shares | Sole | 2020-05-06 |