Position in BMI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$21,069
-$412 QoQ
Shares Held
142
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#395
of 476 holders
Holding Since
Mar 2025
4 quarters on record
Common Shares in BMI Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $33,987 across 5 Scientific & Technical Instruments names. BMI ranks #1 (62.0% of the industry book) .
All Filings in BMI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,069 | 142 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $21,481 | 141 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $24,591 | 141 | Shares | Sole | 2026-01-28 | |
| 2025-03-31 | $66,587 | 350 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||