Position in VMI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,054,697
+$229,585 QoQ
Shares Held
1,826
-11.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#316
of 649 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VMI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $3,621,946 across 3 Conglomerates names. VMI ranks #2 (29.1% of the industry book) .
All Filings in VMI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,054,697 | 1,826 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $825,112 | 2,065 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $847,285 | 2,106 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $820,436 | 2,116 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $746,865 | 2,287 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $652,641 | 2,287 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $733,554 | 2,392 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $734,153 | 2,532 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $703,140 | 2,562 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $589,875 | 2,584 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $603,389 | 2,584 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $628,629 | 2,617 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $761,677 | 2,617 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $551,715 | 1,728 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $571,397 | 1,728 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $464,175 | 1,728 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $455,100 | 2,026 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $534,464 | 2,240 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $567,883 | 2,267 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||