Badgley Phelps Wealth Managers, LLC: IWN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Badgley Phelps Wealth Managers, LLC on IWN, newest first. How the timeline and the estimate are built.
Badgley Phelps Wealth Managers, LLC held 397,941 IWN shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 397,941 sharesChange vs previous 13F +7,662 shares
1.54% of the 13F portfolio, value $88,024,550.
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 390,279 sharesChange vs previous 13F +3,587 shares
1.47% of the 13F portfolio, value $73,992,996.
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 386,692 sharesChange vs previous 13F +12,161 shares
1.28% of the 13F portfolio, value $70,072,459.
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 ended2025-09-3013F 374,531 sharesChange vs previous 13F +4,648 shares
1.39% of the 13F portfolio, value $66,220,827.
13F-HR 0001895362-25-000011 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 369,883 sharesChange vs previous 13F +9,824 shares
1.29% of the 13F portfolio, value $58,352,743.
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).
- period ended2025-03-3113F 360,059 sharesChange vs previous 13F +6,337 shares
1.31% of the 13F portfolio, value $54,361,708.
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).
- period ended2024-12-3113F 353,722 sharesChange vs previous 13F -17 shares
1.36% of the 13F portfolio, value $58,070,541.
13F-HR 0001895362-25-000002 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 ended2024-09-3013F 353,739 sharesChange vs previous 13F not available
1.37% of the 13F portfolio, value $59,010,740.
13F-HR 0001895362-24-000023 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).