Position in BMI
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,374,044
+$303,342 QoQ
Shares Held
9,019
+46.9% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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 Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $6,478,663 across 7 Scientific & Technical Instruments names. BMI ranks #3 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDY |
Teledyne Technologies Inc
|
3,054 | $1,847,700 | |
| 2 | NOVT |
Novanta Inc
|
15,217 | $1,797,279 | |
| 3 | BMI |
Badger Meter Inc
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|
9,019 | $1,374,044 | |
| 4 | GRMN |
Garmin Ltd
|
2,308 | $535,479 | |
| 5 | KEYS |
Keysight Technologies, Inc.
|
1,696 | $478,899 | |
| 6 | COHR |
Coherent Corp.
|
1,708 | $406,862 | |
| 7 | MVIS |
Microvision, Inc.
|
60,000 | $38,400 |
All Filings in BMI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,374,044 | 9,019 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,070,702 | 6,139 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,058,443 | 5,927 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,408,217 | 5,749 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $997,290 | 5,242 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $956,449 | 4,509 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||