WealthPlan Investment Management, LLC

Position in VMI — Valmont Industries Inc

CIK 1929986 OMAHA, NE

Position in VMI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$14,275,961

+$4,430,157 QoQ

Shares Held

24,716

+0.3% QoQ

Ownership

0.128%

of shares outstanding

% of Portfolio

1.73%

of 13F equity value

Holder Rank

#115

of 649 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $14,541,729 across 2 Conglomerates names. VMI ranks #1 (98.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VMI	Valmont Industries Inc This page	24,716	$14,275,961
2	HON	Honeywell International Inc	1,187	$265,768

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,275,961	24,716	+0.3%	Shares	Sole	2026-07-28
2026-03-31	$9,845,804	24,641	+0.4%	Shares	Sole	2026-04-29
2025-12-31	$9,877,358	24,551	-0.2%	Shares	Sole	2026-02-05
2025-09-30	$9,538,933	24,602	+0.2%	Shares	Sole	2025-10-27
2025-06-30	$8,014,680	24,542	+0.2%	Shares	Sole	2025-07-28
2025-03-31	$6,987,284	24,485	+0.2%	Shares	Sole	2025-05-12
2024-12-31	$7,495,014	24,440	+0.2%	Shares	Sole	2025-01-30
2024-09-30	$7,072,460	24,392	+1.1%	Shares	Sole	2024-11-05
2024-06-30	$6,621,380	24,126	+0.1%	Shares	Sole	2024-08-09
2024-03-31	$5,499,493	24,091	+0.3%	Shares	Sole	2024-05-16
2023-12-31	$5,610,778	24,028	-8.4%	Shares	Sole	2024-01-05
2023-03-31	$8,371,840	26,221	-0.4%	Shares	Sole	2023-05-08
2022-12-31	$8,702,242	26,317	+0.2%	Shares	Other	2023-02-15
2022-09-30	$7,057,721	26,274	+0.4%	Shares	Other	2022-12-12
2022-03-31	$6,241,775	26,160	—	Shares	Other	2022-09-07
No filing history on record for this holder in this stock.