Skip to content
Disclosery

Badgley Phelps Wealth Managers, LLC: PEP position timeline

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

Badgley Phelps Wealth Managers, LLC held 62,990 PEP 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 62,990 shares
    Change vs previous 13F -5,924 shares

    0.15% of the 13F portfolio, value $8,528,864.

    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 68,914 shares
    Change vs previous 13F -34,157 shares

    0.21% of the 13F portfolio, value $10,701,676.

    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 103,071 shares
    Change vs previous 13F +51,992 shares

    0.27% of the 13F portfolio, value $14,887,213.

    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 51,079 shares
    Change vs previous 13F -69,314 shares

    0.15% of the 13F portfolio, value $7,173,471.

    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 120,393 shares
    Change vs previous 13F +132 shares

    0.35% of the 13F portfolio, value $15,896,757.

    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 120,261 shares
    Change vs previous 13F +239 shares

    0.44% of the 13F portfolio, value $18,031,967.

    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 120,022 shares
    Change vs previous 13F -4,978 shares

    0.43% of the 13F portfolio, value $18,401,674.

    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 125,000 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $21,256,223.

    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).