Position in VMI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,732
+$534 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#633
of 649 holders
Holding Since
Dec 2024
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, 2026Whipplewood Advisors, LLC holds $2,403 across 2 Conglomerates names. VMI ranks #1 (72.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMI |
Valmont Industries Inc
This page
|
3 | $1,732 | |
| 2 | HON |
Honeywell International Inc
|
3 | $671 |
All Filings in VMI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,732 | 3 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,198 | 3 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $979 | 3 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $856 | 27 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $920 | 3 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||