Position in KEYS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$945,939
+$265,253 QoQ
Shares Held
3,350
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.89%
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 KEYS Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Sierra Legacy Group holds $1,608,884 across 1 Scientific & Technical Instruments name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMI |
Badger Meter Inc
|
10,843 | $1,608,884 |
All Filings in KEYS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $945,939 | 3,350 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $680,686 | 3,350 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $585,982 | 3,350 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $548,931 | 3,350 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $504,724 | 3,370 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $541,323 | 3,370 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||