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Badgley Phelps Wealth Managers, LLC: SPYM position timeline

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

Badgley Phelps Wealth Managers, LLC held 623,005 SPYM 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 623,005 shares
    Change vs previous 13F -17,605 shares

    0.96% of the 13F portfolio, value $54,749,644.

    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 640,610 shares
    Change vs previous 13F -5,018 shares

    0.98% of the 13F portfolio, value $49,032,307.

    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 645,628 shares
    Change vs previous 13F -27,238 shares

    0.95% of the 13F portfolio, value $51,792,268.

    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 672,866 shares
    Change vs previous 13F +4,864 shares

    1.11% of the 13F portfolio, value $52,712,358.

    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 668,002 shares
    Change vs previous 13F -3,250 shares

    1.08% of the 13F portfolio, value $48,557,066.

    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 671,252 shares
    Change vs previous 13F -337,160 shares

    1.07% of the 13F portfolio, value $44,141,504.

    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 1,008,412 shares
    Change vs previous 13F +11,873 shares

    1.62% of the 13F portfolio, value $69,519,903.

    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 996,539 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $67,276,334.

    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).