Position in BMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,479,942
+$1,076,009 QoQ
Shares Held
9,974
+330.7% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#186
of 476 holders
Holding Since
Mar 2024
9 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, 2026Diversify Advisory Services, LLC holds $7,970,196 across 7 Scientific & Technical Instruments names. BMI ranks #3 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOVT |
Novanta Inc
|
17,392 | $2,821,678 | |
| 2 | TDY |
Teledyne Technologies Inc
|
2,984 | $1,990,029 | |
| 3 | BMI |
Badger Meter Inc
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|
9,974 | $1,479,942 | |
| 4 | COHR |
Coherent Corp.
|
1,543 | $608,667 | |
| 5 | GRMN |
Garmin Ltd
|
2,241 | $532,327 | |
| 6 | KEYS |
Keysight Technologies, Inc.
|
1,479 | $517,753 | |
| 7 | MVIS |
Microvision, Inc.
|
4,000 | $19,800 |
All Filings in BMI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,479,942 | 9,974 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $403,933 | 2,316 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $375,553 | 2,103 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $468,344 | 1,912 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $329,893 | 1,734 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $270,665 | 1,276 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $417,599 | 1,912 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $352,574 | 1,892 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $302,584 | 1,870 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||