Skip to content
Disclosery

Badgley Phelps Wealth Managers, LLC: IWM position timeline

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

Badgley Phelps Wealth Managers, LLC held 114,350 IWM 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 114,350 shares
    Change vs previous 13F -19,152 shares

    0.6% of the 13F portfolio, value $34,356,390.

    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 133,502 shares
    Change vs previous 13F -107,244 shares

    0.66% of the 13F portfolio, value $33,108,417.

    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 240,746 shares
    Change vs previous 13F +203,778 shares

    1.09% of the 13F portfolio, value $59,262,041.

    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 36,968 shares
    Change vs previous 13F +285 shares

    0.19% of the 13F portfolio, value $8,944,889.

    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 36,683 shares
    Change vs previous 13F +825 shares

    0.18% of the 13F portfolio, value $7,915,743.

    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 35,858 shares
    Change vs previous 13F -1,083 shares

    0.17% of the 13F portfolio, value $7,153,278.

    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 36,941 shares
    Change vs previous 13F +3,864 shares

    0.19% of the 13F portfolio, value $8,162,507.

    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 33,077 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $7,306,362.

    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).