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LYELL WEALTH MANAGEMENT, LP: EEM position timeline

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

LYELL WEALTH MANAGEMENT, LP held 27,203 EEM 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 27,203 shares
    Change vs previous 13F -22 shares

    0.11% of the 13F portfolio, value $1,860,937.

    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 27,225 shares
    Change vs previous 13F +1,965 shares

    0.11% of the 13F portfolio, value $1,546,101.

    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 25,260 shares
    Change vs previous 13F +1,129 shares

    0.1% of the 13F portfolio, value $1,381,968.

    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 24,131 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,288,574.

    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 24,131 shares
    Change vs previous 13F -649 shares

    0.09% of the 13F portfolio, value $1,164,060.

    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 24,780 shares
    Change vs previous 13F -4,406 shares

    0.1% of the 13F portfolio, value $1,082,886.

    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 29,186 shares
    Change vs previous 13F -4,645 shares

    0.11% of the 13F portfolio, value $1,220,559.

    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 33,831 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,551,490.

    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).