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LYELL WEALTH MANAGEMENT, LP: IBDS position timeline

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

LYELL WEALTH MANAGEMENT, LP held 592,813 IBDS 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 592,813 shares
    Change vs previous 13F +36,130 shares

    0.88% of the 13F portfolio, value $14,357,931.

    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 556,683 shares
    Change vs previous 13F +34,720 shares

    0.99% of the 13F portfolio, value $13,493,996.

    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 521,963 shares
    Change vs previous 13F +77,683 shares

    0.92% of the 13F portfolio, value $12,673,262.

    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 444,280 shares
    Change vs previous 13F +34,930 shares

    0.8% of the 13F portfolio, value $10,813,775.

    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 409,350 shares
    Change vs previous 13F +19,901 shares

    0.78% of the 13F portfolio, value $9,934,925.

    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 389,449 shares
    Change vs previous 13F +25,528 shares

    0.88% of the 13F portfolio, value $9,416,877.

    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 363,921 shares
    Change vs previous 13F +17,490 shares

    0.78% of the 13F portfolio, value $8,719,547.

    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 346,431 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $8,442,523.

    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).