Badgley Phelps Wealth Managers, LLC: VRT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Badgley Phelps Wealth Managers, LLC on VRT, newest first. How the timeline and the estimate are built.
Badgley Phelps Wealth Managers, LLC held 87,856 VRT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 87,856 sharesChange vs previous 13F +6,096 shares
0.52% of the 13F portfolio, value $29,415,946.
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 81,760 sharesChange vs previous 13F +4,610 shares
0.41% of the 13F portfolio, value $20,487,421.
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 77,150 sharesChange vs previous 13F +2,394 shares
0.23% of the 13F portfolio, value $12,499,073.
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 74,756 sharesChange vs previous 13F +5,243 shares
0.24% of the 13F portfolio, value $11,277,691.
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 69,513 sharesChange vs previous 13F +8,313 shares
0.2% of the 13F portfolio, value $8,926,165.
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 61,200 sharesChange vs previous 13F +3,485 shares
0.11% of the 13F portfolio, value $4,418,640.
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 57,715 sharesChange vs previous 13F +3,493 shares
0.15% of the 13F portfolio, value $6,557,002.
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 54,222 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $5,394,547.
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).