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LYELL WEALTH MANAGEMENT, LP: DLR position timeline

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

LYELL WEALTH MANAGEMENT, LP held 20,295 DLR 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 20,295 shares
    Change vs previous 13F -3,350 shares

    0.22% of the 13F portfolio, value $3,644,628.

    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 23,645 shares
    Change vs previous 13F -35,347 shares

    0.31% of the 13F portfolio, value $4,261,042.

    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 58,992 shares
    Change vs previous 13F -601 shares

    0.66% of the 13F portfolio, value $9,126,649.

    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 59,593 shares
    Change vs previous 13F +174 shares

    0.77% of the 13F portfolio, value $10,302,434.

    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 59,419 shares
    Change vs previous 13F +1,457 shares

    0.82% of the 13F portfolio, value $10,358,434.

    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 57,962 shares
    Change vs previous 13F +2,510 shares

    0.78% of the 13F portfolio, value $8,305,390.

    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 55,452 shares
    Change vs previous 13F +457 shares

    0.88% of the 13F portfolio, value $9,833,303.

    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 54,995 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $8,899,841.

    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).