Position in VMI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$577
+$178 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#157
of 157 holders
Holding Since
Mar 2025
5 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, 2026Physician Wealth Advisors, Inc. holds $326,233 across 6 Conglomerates names. VMI ranks #5 (0.2% of the industry book) .
All Filings in VMI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577 | 1 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $399 | 1 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $402 | 1 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $387 | 1 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $856 | 3 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||