CBIZ Investment Advisory Services, LLC
Position in VMI — Valmont Industries Inc
CIK 1795934
INDEPENDENCE, OH
Position in VMI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,819
+$3,027 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#594
of 649 holders
Holding Since
Mar 2024
10 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, 2026CBIZ Investment Advisory Services, LLC holds $64,544 across 3 Conglomerates names. VMI ranks #3 (15.2% of the industry book) .
All Filings in VMI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,819 | 17 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,792 | 17 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $42,243 | 105 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $40,711 | 105 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $29,717 | 91 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $25,397 | 89 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $28,520 | 93 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $22,326 | 77 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $19,760 | 72 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $16,436 | 72 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||