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LYELL WEALTH MANAGEMENT, LP: IBDV position timeline

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

LYELL WEALTH MANAGEMENT, LP held 492,598 IBDV 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 492,598 shares
    Change vs previous 13F +24,600 shares

    0.66% of the 13F portfolio, value $10,738,636.

    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 467,998 shares
    Change vs previous 13F +15,011 shares

    0.75% of the 13F portfolio, value $10,244,476.

    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 452,987 shares
    Change vs previous 13F +80,761 shares

    0.72% of the 13F portfolio, value $9,997,423.

    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 372,226 shares
    Change vs previous 13F +38,864 shares

    0.61% of the 13F portfolio, value $8,244,806.

    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 333,362 shares
    Change vs previous 13F +11,154 shares

    0.58% of the 13F portfolio, value $7,327,297.

    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 322,208 shares
    Change vs previous 13F +19,535 shares

    0.65% of the 13F portfolio, value $6,998,358.

    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 302,673 shares
    Change vs previous 13F +34,103 shares

    0.58% of the 13F portfolio, value $6,465,095.

    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 268,570 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $5,954,197.

    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).