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Badgley Phelps Wealth Managers, LLC: IWR position timeline

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

Badgley Phelps Wealth Managers, LLC held 519,161 IWR 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 519,161 shares
    Change vs previous 13F -170,515 shares

    1% of the 13F portfolio, value $57,273,891.

    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 689,676 shares
    Change vs previous 13F +5,415 shares

    1.34% of the 13F portfolio, value $67,057,241.

    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 684,261 shares
    Change vs previous 13F +22,971 shares

    1.21% of the 13F portfolio, value $65,873,850.

    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 661,290 shares
    Change vs previous 13F +7,022 shares

    1.34% of the 13F portfolio, value $63,847,593.

    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 654,268 shares
    Change vs previous 13F +19,198 shares

    1.33% of the 13F portfolio, value $60,173,069.

    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 635,070 shares
    Change vs previous 13F +14,958 shares

    1.3% of the 13F portfolio, value $54,025,443.

    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 620,112 shares
    Change vs previous 13F +5,115 shares

    1.28% of the 13F portfolio, value $54,817,941.

    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 614,997 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $54,205,875.

    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).