Position in BMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$696,642
+$335,268 QoQ
Shares Held
4,695
+97.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#235
of 476 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in BMI Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Modern Wealth Management, LLC holds $3,948,234 across 6 Scientific & Technical Instruments names. BMI ranks #3 (17.6% of the industry book) .
All Filings in BMI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $696,642 | 4,695 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $361,374 | 2,372 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $348,121 | 1,996 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $370,909 | 2,077 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $447,521 | 1,827 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $327,039 | 1,719 | Shares | Other | 2025-06-02 | |
| No filing history on record for this holder in this stock. | ||||||