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LEUTHOLD GROUP, LLC: VMI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LEUTHOLD GROUP, LLC on VMI, newest first. How the timeline and the estimate are built.

LEUTHOLD GROUP, LLC held 11,137 VMI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,137 shares
    Change vs previous 13F -483 shares

    0.65% of the 13F portfolio, value $6,432,731.

    13F-HR 0000897069-26-001570 filed by LEUTHOLD GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,620 shares
    Change vs previous 13F +122 shares

    0.49% of the 13F portfolio, value $4,643,003.

    13F-HR 0000897069-26-001031 filed by LEUTHOLD GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,498 shares
    Change vs previous 13F +10,437 shares

    0.5% of the 13F portfolio, value $4,625,875.

    13F-HR 0000897069-26-000228 filed by LEUTHOLD GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,061 shares
    Change vs previous 13F +388 shares

    0.05% of the 13F portfolio, value $411,382.

    13F-HR 0000897069-25-001644 filed by LEUTHOLD GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 673 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $219,782.

    13F-HR 0000897069-25-001316 filed by LEUTHOLD GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).