Badgley Phelps Wealth Managers, LLC: LLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Badgley Phelps Wealth Managers, LLC on LLY, newest first. How the timeline and the estimate are built.
Badgley Phelps Wealth Managers, LLC held 92,643 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 92,643 sharesChange vs previous 13F -713 shares
1.95% of the 13F portfolio, value $111,118,667.
13F-HR 0001895362-26-000006 filed by Badgley Phelps Wealth Managers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 93,356 sharesChange vs previous 13F -10,160 shares
1.71% of the 13F portfolio, value $85,866,306.
13F-HR 0001895362-26-000004 filed by Badgley Phelps Wealth Managers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 103,516 sharesChange vs previous 13F +19,465 shares
2.04% of the 13F portfolio, value $111,246,970.
13F-HR 0001895362-26-000002 filed by Badgley Phelps Wealth Managers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 84,051 sharesChange vs previous 13F -1,290 shares
1.35% of the 13F portfolio, value $64,130,854.
13F-HR 0001895362-25-000011 filed by Badgley Phelps Wealth Managers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 85,341 sharesChange vs previous 13F -1,806 shares
1.47% of the 13F portfolio, value $66,526,133.
13F-HR 0001895362-25-000007 filed by Badgley Phelps Wealth Managers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 87,147 sharesChange vs previous 13F -3,109 shares
1.74% of the 13F portfolio, value $71,975,402.
13F-HR 0001895362-25-000004 filed by Badgley Phelps Wealth Managers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 90,256 sharesChange vs previous 13F -1,622 shares
1.63% of the 13F portfolio, value $69,677,839.
13F-HR 0001895362-25-000002 filed by Badgley Phelps Wealth Managers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 91,878 sharesChange vs previous 13F not available
1.89% of the 13F portfolio, value $81,398,151.
13F-HR 0001895362-24-000023 filed by Badgley Phelps Wealth Managers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).