Skip to content
Disclosery

LYELL WEALTH MANAGEMENT, LP: COST position timeline

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

LYELL WEALTH MANAGEMENT, LP held 30,240 COST 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 30,240 shares
    Change vs previous 13F +366 shares

    1.74% of the 13F portfolio, value $28,288,707.

    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 29,874 shares
    Change vs previous 13F +378 shares

    2.19% of the 13F portfolio, value $29,767,424.

    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 29,496 shares
    Change vs previous 13F +563 shares

    1.84% of the 13F portfolio, value $25,435,625.

    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 28,933 shares
    Change vs previous 13F +592 shares

    1.99% of the 13F portfolio, value $26,781,281.

    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 28,341 shares
    Change vs previous 13F +859 shares

    2.22% of the 13F portfolio, value $28,055,900.

    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 27,482 shares
    Change vs previous 13F +303 shares

    2.43% of the 13F portfolio, value $25,992,125.

    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 27,179 shares
    Change vs previous 13F +147 shares

    2.23% of the 13F portfolio, value $24,903,485.

    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 27,032 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $23,964,574.

    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).