Beverly Hills Private Wealth, LLC
Position in VMI — Valmont Industries Inc
CIK 1965710
BEVERLY HILLS, CA
Position in VMI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$202,737
-$191,638 QoQ
Shares Held
351
-64.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#515
of 648 holders
Holding Since
Jun 2024
9 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, 2026Beverly Hills Private Wealth, LLC holds $513,510 across 2 Conglomerates names. VMI ranks #2 (39.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
1,388 | $310,773 | |
| 2 | VMI |
Valmont Industries Inc
This page
|
351 | $202,737 |
All Filings in VMI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,737 | 351 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $394,375 | 987 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $409,159 | 1,017 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $396,647 | 1,023 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $345,510 | 1,058 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $333,597 | 1,169 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $345,310 | 1,126 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $364,466 | 1,257 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $399,049 | 1,454 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||