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Simplicity Wealth,LLC

SEC CIK
0001913243
Latest filing
Aug 6, 2026

VMI holding history

Valmont Industries Inc in every 13F filed by Simplicity Wealth,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)
772
Value
$446.0K
% of portfolio
<0.1%
Quarters held
3
Since Q4 2025
Holdings of VMI by Simplicity Wealth,LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026772$446.0K<0.1%+168+27.8%AddedHolders
Q1 2026604$241.4K<0.1%−6−1.0%ReducedHolders
Q4 2025610$245.4K<0.1%+610NewHolders