Position in VMI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$433,200
+$133,523 QoQ
Shares Held
750
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#414
of 649 holders
Holding Since
Sep 2024
8 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, 2026BSW Wealth Partners holds $725,389 across 2 Conglomerates names. VMI ranks #1 (59.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMI |
Valmont Industries Inc
This page
|
750 | $433,200 | |
| 2 | HON |
Honeywell International Inc
|
1,305 | $292,189 |
All Filings in VMI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,200 | 750 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $299,677 | 750 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $301,740 | 750 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $290,797 | 750 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $244,927 | 750 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $214,027 | 750 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $230,002 | 750 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $217,462 | 750 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||