Badgley Phelps Wealth Managers, LLC: DIA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Badgley Phelps Wealth Managers, LLC on DIA, newest first. How the timeline and the estimate are built.
Badgley Phelps Wealth Managers, LLC held 660 DIA shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 660 sharesChange vs previous 13F +1 shares
0.01% of the 13F portfolio, value $345,494.
13F-HR 0001895362-26-000006 filed by Badgley Phelps Wealth Managers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 659 sharesChange vs previous 13F -154 shares
0.01% of the 13F portfolio, value $305,746.
13F-HR 0001895362-26-000004 filed by Badgley Phelps Wealth Managers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 813 sharesChange vs previous 13F +813 shares
0.01% of the 13F portfolio, value $391,394.
13F-HR 0001895362-26-000002 filed by Badgley Phelps Wealth Managers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -790 shares
13F-HR 0001895362-25-000007 filed by Badgley Phelps Wealth Managers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 790 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $332,338.
13F-HR 0001895362-25-000004 filed by Badgley Phelps Wealth Managers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).