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Badgley Phelps Wealth Managers, LLC: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Badgley Phelps Wealth Managers, LLC on BIV, newest first. How the timeline and the estimate are built.

Badgley Phelps Wealth Managers, LLC held 523,833 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 523,833 shares
    Change vs previous 13F +8,886 shares

    0.7% of the 13F portfolio, value $40,178,001.

    13F-HR 0001895362-26-000006 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 514,947 shares
    Change vs previous 13F +1,434 shares

    0.79% of the 13F portfolio, value $39,743,644.

    13F-HR 0001895362-26-000004 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 513,513 shares
    Change vs previous 13F -23,892 shares

    0.73% of the 13F portfolio, value $39,992,425.

    13F-HR 0001895362-26-000002 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 537,405 shares
    Change vs previous 13F -11,246 shares

    0.88% of the 13F portfolio, value $41,965,984.

    13F-HR 0001895362-25-000011 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 548,651 shares
    Change vs previous 13F +2,767 shares

    0.94% of the 13F portfolio, value $42,432,655.

    13F-HR 0001895362-25-000007 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 545,884 shares
    Change vs previous 13F +13,047 shares

    1.01% of the 13F portfolio, value $41,798,373.

    13F-HR 0001895362-25-000004 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 532,837 shares
    Change vs previous 13F +12,560 shares

    0.93% of the 13F portfolio, value $39,818,883.

    13F-HR 0001895362-25-000002 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 520,277 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $40,774,112.

    13F-HR 0001895362-24-000023 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).