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Badgley Phelps Wealth Managers, LLC: IWO position timeline

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

Badgley Phelps Wealth Managers, LLC held 228,374 IWO 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 228,374 shares
    Change vs previous 13F +4,226 shares

    1.58% of the 13F portfolio, value $89,970,391.

    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 224,148 shares
    Change vs previous 13F +1,127 shares

    1.4% of the 13F portfolio, value $70,340,020.

    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 223,021 shares
    Change vs previous 13F +6,327 shares

    1.32% of the 13F portfolio, value $72,038,154.

    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 216,694 shares
    Change vs previous 13F +2,252 shares

    1.46% of the 13F portfolio, value $69,350,886.

    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 214,442 shares
    Change vs previous 13F +5,671 shares

    1.36% of the 13F portfolio, value $61,300,514.

    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 208,771 shares
    Change vs previous 13F +6,588 shares

    1.29% of the 13F portfolio, value $53,347,364.

    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 202,183 shares
    Change vs previous 13F -649 shares

    1.36% of the 13F portfolio, value $58,192,345.

    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 202,832 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $57,604,321.

    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).