Position in BMI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$143,780
-$120,031 QoQ
Shares Held
969
-10.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#362
of 476 holders
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BMI Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,297,779 across 11 Scientific & Technical Instruments names. BMI ranks #6 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOVT |
Novanta Inc
|
1,379 | $223,728 | |
| 2 | MKSI |
Mks Inc
|
501 | $222,844 | |
| 3 | CGNX |
Cognex Corp
|
2,988 | $216,390 | |
| 4 | KEYS |
Keysight Technologies, Inc.
|
446 | $156,131 | |
| 5 | TDY |
Teledyne Technologies Inc
|
222 | $148,051 | |
| 6 | BMI |
Badger Meter Inc
This page
|
969 | $143,780 | |
| 7 | FTV |
Fortive Corp
|
1,733 | $105,868 | |
| 8 | GRMN |
Garmin Ltd
|
283 | $67,223 |
All Filings in BMI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,780 | 969 | Shares | Sole | 2026-07-28 | |
| 2025-06-30 | $263,811 | 1,077 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $216,694 | 1,139 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $366,331 | 1,727 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $321,936 | 1,474 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $243,000 | 1,304 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||