Skip to content
Disclosery

LYELL WEALTH MANAGEMENT, LP: DIS position timeline

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

LYELL WEALTH MANAGEMENT, LP held 31,340 DIS 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 31,340 shares
    Change vs previous 13F -2,306 shares

    0.19% of the 13F portfolio, value $3,016,460.

    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 33,646 shares
    Change vs previous 13F -1,877 shares

    0.24% of the 13F portfolio, value $3,242,786.

    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 35,523 shares
    Change vs previous 13F -3,677 shares

    0.29% of the 13F portfolio, value $4,041,488.

    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 39,200 shares
    Change vs previous 13F -1,136 shares

    0.33% of the 13F portfolio, value $4,488,436.

    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 40,336 shares
    Change vs previous 13F +1,619 shares

    0.4% of the 13F portfolio, value $5,002,067.

    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 38,717 shares
    Change vs previous 13F +827 shares

    0.36% of the 13F portfolio, value $3,821,368.

    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 37,890 shares
    Change vs previous 13F -4,225 shares

    0.38% of the 13F portfolio, value $4,219,052.

    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 42,115 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $4,051,042.

    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).