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LYELL WEALTH MANAGEMENT, LP: IBDY position timeline

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

LYELL WEALTH MANAGEMENT, LP held 204,795 IBDY 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 204,795 shares
    Change vs previous 13F +23,350 shares

    0.32% of the 13F portfolio, value $5,272,447.

    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 181,445 shares
    Change vs previous 13F +7,800 shares

    0.34% of the 13F portfolio, value $4,690,353.

    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 173,645 shares
    Change vs previous 13F +55,375 shares

    0.33% of the 13F portfolio, value $4,539,080.

    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 118,270 shares
    Change vs previous 13F +28,025 shares

    0.23% of the 13F portfolio, value $3,102,222.

    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 90,245 shares
    Change vs previous 13F +34,125 shares

    0.18% of the 13F portfolio, value $2,337,797.

    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 56,120 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,434,427.

    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).