Skip to content
Disclosery

Badgley Phelps Wealth Managers, LLC: IWP position timeline

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

Badgley Phelps Wealth Managers, LLC held 250,932 IWP 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 250,932 shares
    Change vs previous 13F +3,882 shares

    0.64% of the 13F portfolio, value $36,738,964.

    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 247,050 shares
    Change vs previous 13F +6,731 shares

    0.63% of the 13F portfolio, value $31,652,055.

    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 240,319 shares
    Change vs previous 13F +3,700 shares

    0.6% of the 13F portfolio, value $32,909,304.

    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 236,619 shares
    Change vs previous 13F +1,561 shares

    0.71% of the 13F portfolio, value $33,696,922.

    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 235,058 shares
    Change vs previous 13F +2,674 shares

    0.72% of the 13F portfolio, value $32,597,853.

    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 232,384 shares
    Change vs previous 13F +4,898 shares

    0.66% of the 13F portfolio, value $27,302,804.

    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 227,486 shares
    Change vs previous 13F +1,528 shares

    0.67% of the 13F portfolio, value $28,833,859.

    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 225,958 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $26,502,622.

    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).