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LYELL WEALTH MANAGEMENT, LP: IBDW position timeline

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

LYELL WEALTH MANAGEMENT, LP held 369,802 IBDW 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 369,802 shares
    Change vs previous 13F +20,225 shares

    0.47% of the 13F portfolio, value $7,706,674.

    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 349,577 shares
    Change vs previous 13F +17,300 shares

    0.54% of the 13F portfolio, value $7,316,647.

    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 332,277 shares
    Change vs previous 13F +46,181 shares

    0.51% of the 13F portfolio, value $7,027,659.

    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 286,096 shares
    Change vs previous 13F +33,096 shares

    0.45% of the 13F portfolio, value $6,070,957.

    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 253,000 shares
    Change vs previous 13F +9,025 shares

    0.42% of the 13F portfolio, value $5,323,120.

    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 243,975 shares
    Change vs previous 13F +7,000 shares

    0.47% of the 13F portfolio, value $5,062,481.

    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 236,975 shares
    Change vs previous 13F +71,175 shares

    0.43% of the 13F portfolio, value $4,822,441.

    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 165,800 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,518,276.

    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).