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Badgley Phelps Wealth Managers, LLC: ITOT position timeline

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

Badgley Phelps Wealth Managers, LLC held 24,141 ITOT 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 24,141 shares
    Change vs previous 13F +10 shares

    0.07% of the 13F portfolio, value $3,965,719.

    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 24,131 shares
    Change vs previous 13F -480 shares

    0.07% of the 13F portfolio, value $3,437,045.

    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 24,611 shares
    Change vs previous 13F +914 shares

    0.07% of the 13F portfolio, value $3,659,480.

    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 23,697 shares
    Change vs previous 13F -1,043 shares

    0.07% of the 13F portfolio, value $3,451,537.

    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 24,740 shares
    Change vs previous 13F -758 shares

    0.07% of the 13F portfolio, value $3,340,953.

    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 25,498 shares
    Change vs previous 13F +958 shares

    0.08% of the 13F portfolio, value $3,111,068.

    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 24,540 shares
    Change vs previous 13F -949 shares

    0.07% of the 13F portfolio, value $3,156,395.

    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 25,489 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,201,905.

    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).