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Badgley Phelps Wealth Managers, LLC: JIRE position timeline

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

Badgley Phelps Wealth Managers, LLC held 261,833 JIRE 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 261,833 shares
    Change vs previous 13F +4,748 shares

    0.38% of the 13F portfolio, value $21,598,627.

    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 257,085 shares
    Change vs previous 13F +1,618 shares

    0.39% of the 13F portfolio, value $19,471,639.

    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 255,467 shares
    Change vs previous 13F -18,093 shares

    0.35% of the 13F portfolio, value $19,129,390.

    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 273,560 shares
    Change vs previous 13F +9,530 shares

    0.42% of the 13F portfolio, value $20,117,603.

    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 264,030 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $18,685,404.

    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).