Steward Partners Investment Advisory, LLC
Position in USLM — United States Lime & Minerals Inc
CIK 1723397
STAMFORD, CT
Position in USLM
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$48,978
+$4,076 QoQ
Shares Held
375
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USLM Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $7,800,980 across 12 Building Materials names. USLM ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMRZ |
Amrize Ltd
|
77,341 | $4,332,642 | |
| 2 | MLM |
Martin Marietta Materials Inc
|
1,616 | $951,306 | |
| 3 | VMC |
Vulcan Materials CO
|
3,186 | $867,547 | |
| 4 | CRH |
Crh Public Ltd Co
|
7,910 | $831,499 | |
| 5 | EXP |
Eagle Materials Inc
|
2,246 | $425,504 | |
| 6 | KNF |
Knife River Corp
|
3,263 | $266,423 | |
| 7 | USLM |
United States Lime & Minerals Inc
This page
|
375 | $48,978 | |
| 8 | TGLS |
Tecnoglass Holdings Inc.
|
760 | $33,858 |
All Filings in USLM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,978 | 375 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $44,902 | 375 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $49,331 | 375 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $37,425 | 375 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $33,142 | 375 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $117,474 | 885 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $36,622 | 375 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||