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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

VMI holding history

Valmont Industries Inc in every 13F filed by Summit Financial, 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)
3,413
Value
$1.97M
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of VMI by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,413$1.97M<0.1%−18−0.5%ReducedHolders
Q1 20263,431$1.37M<0.1%−23−0.7%ReducedHolders
Q4 20253,454$1.39M<0.1%+60+1.8%AddedHolders
Q3 20253,394$1.32M<0.1%+16+0.5%AddedHolders
Q2 20253,378$1.11M<0.1%+7+0.2%AddedHolders
Q1 20253,371$962.0K<0.1%+541+19.1%AddedHolders
Q4 20242,830$869.5K<0.1%+2,830NewHolders