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Plus Group Wealth Advisors LLC

SEC CIK
0002109515
Latest filing
Jul 13, 2026

BMI holding history

Badger Meter Inc in every 13F filed by Plus Group Wealth Advisors 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)
3,694
Value
$548.1K
% of portfolio
0.5%
Quarters held
3
Since Q4 2025
Holdings of BMI by Plus Group Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,694$548.1K0.5%00.0%UnchangedHolders
Q1 20263,694$562.8K0.6%+160+4.5%AddedHolders
Q4 20253,534$616.4K0.7%–No prior filingHolders