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LYELL WEALTH MANAGEMENT, LP: IBDX position timeline

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

LYELL WEALTH MANAGEMENT, LP held 266,910 IBDX 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 266,910 shares
    Change vs previous 13F +2,395 shares

    0.41% of the 13F portfolio, value $6,723,463.

    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 264,515 shares
    Change vs previous 13F +4,450 shares

    0.49% of the 13F portfolio, value $6,684,294.

    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 260,065 shares
    Change vs previous 13F +29,140 shares

    0.48% of the 13F portfolio, value $6,639,459.

    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 230,925 shares
    Change vs previous 13F +12,900 shares

    0.44% of the 13F portfolio, value $5,916,299.

    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 218,025 shares
    Change vs previous 13F +3,150 shares

    0.44% of the 13F portfolio, value $5,512,762.

    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 214,875 shares
    Change vs previous 13F +900 shares

    0.5% of the 13F portfolio, value $5,369,726.

    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 213,975 shares
    Change vs previous 13F +16,500 shares

    0.47% of the 13F portfolio, value $5,259,506.

    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 197,475 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $5,077,082.

    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).