Position in BMI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$352,690
-$841,441 QoQ
Shares Held
2,315
-52.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 Mar 31, 2026Gibbs Wealth Management holds $3,380,016 across 4 Scientific & Technical Instruments names. BMI ranks #4 (10.4% of the industry book) .
All Filings in BMI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $352,690 | 2,315 | Shares | Other | 2026-05-13 | |
| 2025-06-30 | $1,194,131 | 4,875 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $794,293 | 4,175 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $657,784 | 3,101 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $488,583 | 2,237 | Shares | Other | 2025-11-04 | |
| 2024-06-30 | $368,041 | 1,975 | Shares | Other | 2025-11-04 | |
| 2024-03-31 | $216,339 | 1,337 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||