Position in BMI
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$213,897
-$12,310 QoQ
Shares Held
1,404
+8.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BMI Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $5,353,684 across 6 Scientific & Technical Instruments names. BMI ranks #6 (4.0% of the industry book) .
All Filings in BMI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,897 | 1,404 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $226,207 | 1,297 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $231,796 | 1,298 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $317,452 | 1,296 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $235,718 | 1,239 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $262,391 | 1,237 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $270,171 | 1,237 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $230,326 | 1,236 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||