Position in VMI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$300,077
+$58,685 QoQ
Shares Held
751
+25.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026RFG - Bristol Wealth Advisors, LLC holds $985,160 across 1 Conglomerates name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
4,400 | $985,160 |
All Filings in VMI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $300,077 | 751 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $241,392 | 600 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||