Back to BMI

DIVERSIFY WEALTH MANAGEMENT, LLC → BMI

DIVERSIFY WEALTH MANAGEMENT, LLC BMI Position History

Badger Meter, Inc. • Industrials

Quarters held
5
Latest value
$1.3M
Q3 2026
Peak value
$1.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.1M
Q4 2025$1.1M
Q1 2026$1.1M
Q2 2026$1.3M
Q3 2026$1.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.3M10.5K——
Q2 2026$1.3M10.0K——
Q1 2026$1.1M9.0K——
Q4 2025$1.1M6.1K——
Q3 2025$1.1M5.9K——

Other funds holding BMI

Other DIVERSIFY WEALTH MANAGEMENT, LLC positions

NVDA

NVIDIA CORPORATION

$332.8M
NVDA

NVIDIA CORPORATION

$272.4M
NVDA

NVIDIA CORPORATION

$242M
STT-PG

SPDR SERIES TRUST

$233.5M
SPY

STATE STR SPDR S&P 500 ETF T

$231.4M
SPY

STATE STR SPDR S&P 500 ETF T

$225.8M
SPY

STATE STR SPDR S&P 500 ETF T

$210.1M
STT-PG

SPDR SERIES TRUST

$202.3M