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LYELL WEALTH MANAGEMENT, LP: IBDR position timeline

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

LYELL WEALTH MANAGEMENT, LP held 350,401 IBDR 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 350,401 shares
    Change vs previous 13F -115,878 shares

    0.52% of the 13F portfolio, value $8,490,216.

    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 466,279 shares
    Change vs previous 13F -31,970 shares

    0.83% of the 13F portfolio, value $11,302,603.

    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 498,249 shares
    Change vs previous 13F +63,388 shares

    0.87% of the 13F portfolio, value $12,072,573.

    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 434,861 shares
    Change vs previous 13F +43,278 shares

    0.78% of the 13F portfolio, value $10,567,114.

    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 391,583 shares
    Change vs previous 13F +27,066 shares

    0.75% of the 13F portfolio, value $9,495,895.

    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 364,517 shares
    Change vs previous 13F +23,245 shares

    0.82% of the 13F portfolio, value $8,824,957.

    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 341,272 shares
    Change vs previous 13F +15,447 shares

    0.74% of the 13F portfolio, value $8,214,417.

    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 325,825 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $7,917,548.

    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).