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Badgley Phelps Wealth Managers, LLC: CRM position timeline

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

Badgley Phelps Wealth Managers, LLC held 102,773 CRM 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 102,773 shares
    Change vs previous 13F -3,547 shares

    0.28% of the 13F portfolio, value $16,138,417.

    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 106,320 shares
    Change vs previous 13F -6,815 shares

    0.4% of the 13F portfolio, value $19,846,839.

    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 113,135 shares
    Change vs previous 13F -2,775 shares

    0.55% of the 13F portfolio, value $30,010,507.

    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 115,910 shares
    Change vs previous 13F -3,724 shares

    0.58% of the 13F portfolio, value $27,512,772.

    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 119,634 shares
    Change vs previous 13F -1,379 shares

    0.72% of the 13F portfolio, value $32,666,243.

    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 121,013 shares
    Change vs previous 13F -951 shares

    0.78% of the 13F portfolio, value $32,475,049.

    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 121,964 shares
    Change vs previous 13F -1,526 shares

    0.95% of the 13F portfolio, value $40,818,618.

    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 123,490 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $33,843,417.

    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).