Pinnacle Wealth Planning Services, Inc.
Position in BMI — Badger Meter Inc
CIK 1726752
MANSFIELD, OH
Position in BMI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$155,353
-$36,608 QoQ
Shares Held
1,047
-16.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#361
of 476 holders
Holding Since
Dec 2020
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, 2026Pinnacle Wealth Planning Services, Inc. holds $2,032,667 across 15 Scientific & Technical Instruments names. BMI ranks #6 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
|
1,094 | $431,550 | |
| 2 | MKSI |
Mks Inc
|
760 | $338,048 | |
| 3 | GRMN |
Garmin Ltd
|
1,265 | $300,488 | |
| 4 | KEYS |
Keysight Technologies, Inc.
|
838 | $293,358 | |
| 5 | ESE |
Esco Technologies Inc
|
555 | $194,272 | |
| 6 | BMI |
Badger Meter Inc
This page
|
1,047 | $155,353 | |
| 7 | TDY |
Teledyne Technologies Inc
|
212 | $141,382 | |
| 8 | ITRI |
Itron, Inc.
|
640 | $55,379 |
All Filings in BMI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,353 | 1,047 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $191,961 | 1,260 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $194,641 | 1,116 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $302,513 | 1,235 | Shares | Sole | 2025-08-11 | |
| 2024-03-31 | $205,498 | 1,270 | Shares | Sole | 2024-05-10 | |
| 2020-12-31 | $3,762 | 40 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||