PERSONAL CFO SOLUTIONS, LLC

Position in BMI — Badger Meter Inc

CIK 1677501 CHESTER, NJ

Position in BMI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$423,328

+$210,343 QoQ

Shares Held

2,853

+104.1% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#288

of 476 holders

Holding Since

Dec 2020

5 quarters on record

Voting authority Sole 14% Shared 0% None 86%

Technology · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $2,253,716 across 5 Scientific & Technical Instruments names. BMI ranks #4 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COHR	Coherent Corp.	1,652	$651,664
2	TDY	Teledyne Technologies Inc	731	$487,503
3	CGNX	Cognex Corp	6,266	$453,783
4	BMI	Badger Meter Inc This page	2,853	$423,328
5	ITRI	Itron, Inc.	2,744	$237,438

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$423,328	2,853	+104.1%	Shares	Sole	2026-08-07
2026-03-31	$212,985	1,398	+20.7%	Shares	Sole	2026-04-30
2025-12-31	$201,966	1,158	-48.6%	Shares	Defined	2026-01-22
2021-03-31	$209,779	2,254	-13.1%	Shares	Defined	2021-04-21
2020-12-31	$243,991	2,594	—	Shares	Defined	2021-02-09
No filing history on record for this holder in this stock.