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Badgley Phelps Wealth Managers, LLC: IWS position timeline

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

Badgley Phelps Wealth Managers, LLC held 181,221 IWS 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 181,221 shares
    Change vs previous 13F +2,720 shares

    0.52% of the 13F portfolio, value $29,828,956.

    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 178,501 shares
    Change vs previous 13F +6,562 shares

    0.52% of the 13F portfolio, value $26,014,712.

    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 171,939 shares
    Change vs previous 13F +3,986 shares

    0.44% of the 13F portfolio, value $24,251,968.

    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 167,953 shares
    Change vs previous 13F +1,328 shares

    0.49% of the 13F portfolio, value $23,457,959.

    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 166,625 shares
    Change vs previous 13F +2,750 shares

    0.49% of the 13F portfolio, value $22,017,786.

    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 163,875 shares
    Change vs previous 13F +4,037 shares

    0.5% of the 13F portfolio, value $20,643,289.

    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 159,838 shares
    Change vs previous 13F +1,673 shares

    0.48% of the 13F portfolio, value $20,673,395.

    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 158,165 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $20,917,260.

    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).