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Badgley Phelps Wealth Managers, LLC: GWRE position timeline

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

Badgley Phelps Wealth Managers, LLC held 2,295 GWRE 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 2,295 shares
    Change vs previous 13F -24,708 shares

    <0.01% of the 13F portfolio, value $282,400.

    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 27,003 shares
    Change vs previous 13F +3,162 shares

    0.08% of the 13F portfolio, value $4,038,569.

    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 23,841 shares
    Change vs previous 13F +1,926 shares

    0.09% of the 13F portfolio, value $4,792,280.

    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 21,915 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,037,382.

    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).