Position in VMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,507,764
+$929,739 QoQ
Shares Held
6,073
-5.9% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#205
of 649 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VMI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Summit Trail Advisors, LLC holds $9,306,781 across 3 Conglomerates names. VMI ranks #1 (37.7% of the industry book) .
All Filings in VMI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,507,764 | 6,073 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,578,025 | 6,452 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,234,485 | 5,554 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,202,694 | 5,681 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,589,089 | 4,866 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||