Skip to content
Disclosery

LYELL WEALTH MANAGEMENT, LP: CRM position timeline

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

LYELL WEALTH MANAGEMENT, LP held 9,551 CRM 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 9,551 shares
    Change vs previous 13F -5,804 shares

    0.09% of the 13F portfolio, value $1,496,317.

    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 15,355 shares
    Change vs previous 13F -36,739 shares

    0.21% of the 13F portfolio, value $2,866,386.

    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 52,094 shares
    Change vs previous 13F -6,821 shares

    1% of the 13F portfolio, value $13,800,105.

    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 58,915 shares
    Change vs previous 13F -5,893 shares

    1.04% of the 13F portfolio, value $13,962,918.

    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 64,808 shares
    Change vs previous 13F -1,290 shares

    1.4% of the 13F portfolio, value $17,672,492.

    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 66,098 shares
    Change vs previous 13F +1,896 shares

    1.66% of the 13F portfolio, value $17,737,985.

    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 64,202 shares
    Change vs previous 13F +25 shares

    1.92% of the 13F portfolio, value $21,464,508.

    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 64,177 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $17,565,990.

    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).