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LYELL WEALTH MANAGEMENT, LP: BLK position timeline

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

LYELL WEALTH MANAGEMENT, LP held 9,138 BLK 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 9,138 shares
    Change vs previous 13F +637 shares

    0.54% of the 13F portfolio, value $8,786,451.

    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 8,501 shares
    Change vs previous 13F +199 shares

    0.6% of the 13F portfolio, value $8,175,055.

    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 8,302 shares
    Change vs previous 13F +474 shares

    0.64% of the 13F portfolio, value $8,886,331.

    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 7,828 shares
    Change vs previous 13F +99 shares

    0.68% of the 13F portfolio, value $9,126,646.

    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 7,729 shares
    Change vs previous 13F +458 shares

    0.64% of the 13F portfolio, value $8,109,689.

    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 7,271 shares
    Change vs previous 13F +1,702 shares

    0.64% of the 13F portfolio, value $6,881,723.

    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 5,569 shares
    Change vs previous 13F -27 shares

    0.51% of the 13F portfolio, value $5,708,557.

    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 5,596 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $5,313,102.

    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).