DIVERSIFY WEALTH MANAGEMENT, LLC

Position in VMI — Valmont Industries Inc

CIK 2030780 SANDY, UT

Position in VMI

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

Position Value

$3,939,232

+$1,470,289 QoQ

Shares Held

6,820

+10.4% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#194

of 649 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $6,815,799 across 4 Conglomerates names. VMI ranks #1 (57.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VMI	Valmont Industries Inc This page	6,820	$3,939,232
2	MMM	3M Co	9,159	$1,482,933
3	HON	Honeywell International Inc	5,612	$1,256,526
4	CODI	Compass Diversified Holdings	12,862	$137,108

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,939,232	6,820	+10.4%	Shares	Sole	2026-07-30
2026-03-31	$2,468,943	6,179	+47.5%	Shares	Sole	2026-05-01
2025-12-31	$1,685,720	4,190	+7.1%	Shares	Sole	2026-02-03
2025-09-30	$1,516,799	3,912	+5.4%	Shares	Sole	2025-11-12
2025-06-30	$1,212,227	3,712	+31.9%	Shares	Sole	2025-08-14
2025-03-31	$803,031	2,814	+47.2%	Shares	Sole	2025-05-01
2024-12-31	$586,353	1,912	+26.8%	Shares	Sole	2025-01-16
2024-09-30	$437,244	1,508	+19.8%	Shares	Sole	2024-10-25
2024-06-30	$345,532	1,259	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.