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LYELL WEALTH MANAGEMENT, LP: AMZN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LYELL WEALTH MANAGEMENT, LP on AMZN, newest first. How the timeline and the estimate are built.

LYELL WEALTH MANAGEMENT, LP held 177,700 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 177,700 shares
    Change vs previous 13F +2,259 shares

    2.6% of the 13F portfolio, value $42,353,018.

    13F-HR 0001104659-26-090824 filed by LYELL WEALTH MANAGEMENT, LP
    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 175,441 shares
    Change vs previous 13F +792 shares

    2.69% of the 13F portfolio, value $36,539,097.

    13F-HR 0001104659-26-056835 filed by LYELL WEALTH MANAGEMENT, LP
    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 174,649 shares
    Change vs previous 13F +4,855 shares

    2.92% of the 13F portfolio, value $40,312,482.

    13F-HR 0001104659-26-013572 filed by LYELL WEALTH MANAGEMENT, LP
    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 169,794 shares
    Change vs previous 13F +439 shares

    2.77% of the 13F portfolio, value $37,281,669.

    13F-HR 0001104659-25-107812 filed by LYELL WEALTH MANAGEMENT, LP
    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 169,355 shares
    Change vs previous 13F +3,450 shares

    2.93% of the 13F portfolio, value $37,154,793.

    13F-HR 0001104659-25-071730 filed by LYELL WEALTH MANAGEMENT, LP
    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 165,905 shares
    Change vs previous 13F +4,225 shares

    2.95% of the 13F portfolio, value $31,565,085.

    13F-HR 0001104659-25-046030 filed by LYELL WEALTH MANAGEMENT, LP
    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 161,680 shares
    Change vs previous 13F +1,454 shares

    3.18% of the 13F portfolio, value $35,470,975.

    13F-HR 0001104659-25-008208 filed by LYELL WEALTH MANAGEMENT, LP
    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 160,226 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $29,854,911.

    13F-HR 0001104659-24-110780 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).