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LYELL WEALTH MANAGEMENT, LP: AVGO position timeline

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

LYELL WEALTH MANAGEMENT, LP held 46,015 AVGO 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 46,015 shares
    Change vs previous 13F +6,166 shares

    1.07% of the 13F portfolio, value $17,382,166.

    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 39,849 shares
    Change vs previous 13F +16,866 shares

    0.91% of the 13F portfolio, value $12,333,664.

    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 22,983 shares
    Change vs previous 13F +6,570 shares

    0.58% of the 13F portfolio, value $7,954,416.

    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 16,413 shares
    Change vs previous 13F -77 shares

    0.4% of the 13F portfolio, value $5,414,813.

    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 16,490 shares
    Change vs previous 13F -104 shares

    0.36% of the 13F portfolio, value $4,545,469.

    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 16,594 shares
    Change vs previous 13F -20 shares

    0.26% of the 13F portfolio, value $2,778,384.

    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 16,614 shares
    Change vs previous 13F +4 shares

    0.35% of the 13F portfolio, value $3,851,831.

    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 16,610 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,865,241.

    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).