Position in VMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,971,348
+$600,424 QoQ
Shares Held
3,413
-0.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#259
of 649 holders
Holding Since
Dec 2024
7 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, 2026Summit Financial, LLC holds $6,144,963 across 3 Conglomerates names. VMI ranks #2 (32.1% of the industry book) .
All Filings in VMI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,971,348 | 3,413 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,370,924 | 3,431 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,389,613 | 3,454 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,315,955 | 3,394 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,103,153 | 3,378 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $961,982 | 3,371 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $867,876 | 2,830 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||