Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

VMI holding history

Valmont Industries Inc in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VMI overviewAll 13F holders of VMIFull Q2 2026 holdings

Shares (Q2 2026)
310
Value
$179.1K
% of portfolio
<0.1%
Quarters held
13
Since Q2 2023
Holdings of VMI by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026310$179.1K<0.1%−116−27.2%ReducedHolders
Q1 2026426$170.3K<0.1%−33−7.2%ReducedHolders
Q4 2025459$184.7K<0.1%+39+9.3%AddedHolders
Q3 2025420$162.9K<0.1%+148+54.4%AddedHolders
Q2 2025272$88.8K<0.1%+218+403.7%AddedHolders
Q1 202554$15.4K<0.1%+17+45.9%AddedHolders
Q4 202437$11.4K<0.1%+3+8.8%AddedHolders
Q3 202434$9.87K<0.1%00.0%UnchangedHolders
Q2 202434$10.2K<0.1%00.0%UnchangedHolders
Q1 202434$6.97K<0.1%−4−10.5%ReducedHolders
Q4 202338$8.87K<0.1%+29+322.2%AddedHolders
Q3 20239$2.16K<0.1%+8+800.0%AddedHolders
Q2 20231$291<0.1%+1NewHolders