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LYELL WEALTH MANAGEMENT, LP: IBDT position timeline

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

LYELL WEALTH MANAGEMENT, LP held 529,578 IBDT 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 529,578 shares
    Change vs previous 13F +39,400 shares

    0.82% of the 13F portfolio, value $13,371,845.

    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 490,178 shares
    Change vs previous 13F +10,863 shares

    0.91% of the 13F portfolio, value $12,416,209.

    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 479,315 shares
    Change vs previous 13F +75,950 shares

    0.88% of the 13F portfolio, value $12,200,963.

    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 403,365 shares
    Change vs previous 13F +29,512 shares

    0.76% of the 13F portfolio, value $10,293,875.

    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 373,853 shares
    Change vs previous 13F +19,115 shares

    0.75% of the 13F portfolio, value $9,503,343.

    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 354,738 shares
    Change vs previous 13F +23,720 shares

    0.84% of the 13F portfolio, value $8,960,682.

    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 331,018 shares
    Change vs previous 13F +22,914 shares

    0.74% of the 13F portfolio, value $8,242,348.

    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 308,104 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $7,865,895.

    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).