CreativeOne Wealth, LLC

Position in VMI — Valmont Industries Inc

CIK 1739728 OVERLAND PARK, KS

Position in VMI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$414,138

+$133,241 QoQ

Shares Held

717

+2.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#417

of 648 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $4,845,776 across 2 Conglomerates names. VMI ranks #2 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MMM	3M Co	27,371	$4,431,638
2	VMI	Valmont Industries Inc This page	717	$414,138

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$414,138	717	+2.0%	Shares	Other	2026-08-13
2026-03-31	$280,897	703	+0.1%	Shares	Other	2026-05-15
2025-12-31	$282,428	702	+1.3%	Shares	Other	2026-02-13
2025-09-30	$268,696	693	+0.1%	Shares	Other	2025-11-13
2025-06-30	$225,985	692	-30.7%	Shares	Other	2025-08-12
2024-12-31	$306,055	998	+3.0%	Shares	Other	2025-02-13
2024-09-30	$280,960	969	-16.5%	Shares	Other	2024-11-13
2024-06-30	$318,361	1,160	+23.4%	Shares	Other	2024-08-14
2024-03-31	$214,583	940	+0.1%	Shares	Sole	2024-05-14
2023-12-31	$219,265	939	-0.3%	Shares	Sole	2024-02-09
2023-09-30	$226,277	942	+0.9%	Shares	Sole	2023-10-17
2023-06-30	$210	934	-0.6%	Shares	Sole	2023-08-14
2023-03-31	$300,123	940	+0.2%	Shares	Sole	2023-05-15
2022-12-31	$310,168	938	+0.2%	Shares	Sole	2023-02-15
2022-09-30	$251,428	936	+0.2%	Shares	Sole	2022-11-15
2022-06-30	$209,804	934	+0.2%	Shares	Sole	2022-08-12
2022-03-31	$222,375	932	+0.2%	Shares	Sole	2022-05-13
2021-12-31	$232,965	930	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.