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Badgley Phelps Wealth Managers, LLC: FISV position timeline

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

Badgley Phelps Wealth Managers, LLC held 19,545 FISV 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 19,545 shares
    Change vs previous 13F -8,150 shares

    0.02% of the 13F portfolio, value $958,683.

    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 27,695 shares
    Change vs previous 13F -32,631 shares

    0.03% of the 13F portfolio, value $1,545,381.

    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 60,326 shares
    Change vs previous 13F +55,498 shares

    0.07% of the 13F portfolio, value $4,052,099.

    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 4,828 shares
    Change vs previous 13F -58,119 shares

    0.01% of the 13F portfolio, value $622,475.

    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 62,947 shares
    Change vs previous 13F +9,058 shares

    0.24% of the 13F portfolio, value $10,852,693.

    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 53,889 shares
    Change vs previous 13F +8,942 shares

    0.29% of the 13F portfolio, value $11,900,308.

    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 44,947 shares
    Change vs previous 13F +43,817 shares

    0.22% of the 13F portfolio, value $9,233,013.

    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 1,130 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $203,005.

    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).