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Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

BMI holding history

Badger Meter Inc in every 13F filed by Personal Cfo Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BMI overviewAll 13F holders of BMIFull Q2 2026 holdings

Shares (Q2 2026)
2,853
Value
$423.4K
% of portfolio
0.1%
Quarters held
4
Since Q1 2021
Holdings of BMI by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,853$423.4K0.1%+1,455+104.1%AddedHolders
Q1 20261,398$213.0K<0.1%+240+20.7%AddedHolders
Q4 20251,158$202.0K<0.1%+1,158NewHolders
Q2 20210$00.0%−2,254−100.0%Sold outHolders
Q1 20212,254$210.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.