Position in BMI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,479,942
+$105,898 QoQ
Shares Held
9,974
+10.6% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#188
of 479 holders
Holding Since
Dec 2024
7 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 WEALTH MANAGEMENT, 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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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,479,942 | 9,974 | Shares | Sole | 2026-07-30 | |
| 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. | ||||||