EverSource Wealth Advisors, LLC

Position in VMI — Valmont Industries Inc

CIK 1710537 BIRMINGHAM, AL

Position in VMI

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$170,211

-$14,450 QoQ

Shares Held

426

-7.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

EverSource Wealth Advisors, LLC holds $2,458,364 across 19 Conglomerates names. VMI ranks #4 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	4,901	$1,161,790
2	MMM	3M Co	4,443	$645,250
3	GHC	Graham Holdings Co	210	$222,022
4	VMI	Valmont Industries Inc This page	426	$170,211
5	DLX	Deluxe Corp	2,347	$64,633
6	TTI	Tetra Technologies Inc	4,944	$42,119
7	OTTR	Otter Tail Corp	393	$34,489
8	CODI	Compass Diversified Holdings	3,513	$27,608

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$170,211	426	-7.2%	Shares	Sole	2026-05-18
2025-12-31	$184,661	459	+9.3%	Shares	Sole	2026-02-06
2025-09-30	$162,843	420	+54.4%	Shares	Sole	2025-11-10
2025-06-30	$88,824	272	+403.7%	Shares	Sole	2025-08-13
2025-03-31	$15,408	54	+45.9%	Shares	Sole	2025-05-13
2024-12-31	$11,344	37	+8.8%	Shares	Sole	2025-02-10
2024-09-30	$9,855	34	0.0%	Shares	Sole	2024-11-08
2024-06-30	$9,330	34	0.0%	Shares	Sole	2024-08-13
2024-03-31	$7,760	34	-10.5%	Shares	Sole	2024-06-11
2023-12-31	$8,872	38	+322.2%	Shares	Sole	2024-02-09
2023-09-30	$2,161	9	+800.0%	Shares	Sole	2023-11-03
2023-06-30	$291	1	—	Shares	Sole	2023-08-04
No filing history on record for this holder in this stock.