Provenance Wealth Advisors, LLC
Position in VMI — Valmont Industries Inc
CIK 2081584
FORT LAUDERDALE, FL
Position in VMI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$47,940
+$14,776 QoQ
Shares Held
83
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#548
of 649 holders
Holding Since
Sep 2023
12 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, 2026Provenance Wealth Advisors, LLC holds $78,838 across 2 Conglomerates names. VMI ranks #1 (60.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMI |
Valmont Industries Inc
This page
|
83 | $47,940 | |
| 2 | HON |
Honeywell International Inc
|
138 | $30,898 |
All Filings in VMI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,940 | 83 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $33,164 | 83 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $33,392 | 83 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $32,181 | 83 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $27,105 | 83 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $123,565 | 433 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $260,056 | 848 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $1,024,393 | 3,533 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $980,609 | 3,573 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $808,111 | 3,540 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $775,253 | 3,320 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $756,661 | 3,150 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||