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LYELL WEALTH MANAGEMENT, LP: IJH position timeline

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

LYELL WEALTH MANAGEMENT, LP held 32,385 IJH 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 32,385 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $2,497,207.

    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 32,385 shares
    Change vs previous 13F -1,100 shares

    0.16% of the 13F portfolio, value $2,186,959.

    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 33,485 shares
    Change vs previous 13F -4,175 shares

    0.16% of the 13F portfolio, value $2,210,010.

    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 37,660 shares
    Change vs previous 13F -2,425 shares

    0.18% of the 13F portfolio, value $2,457,692.

    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 40,085 shares
    Change vs previous 13F -2,700 shares

    0.2% of the 13F portfolio, value $2,486,072.

    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 42,785 shares
    Change vs previous 13F -6,000 shares

    0.23% of the 13F portfolio, value $2,496,505.

    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 48,785 shares
    Change vs previous 13F +10 shares

    0.27% of the 13F portfolio, value $3,039,793.

    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 48,775 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,039,658.

    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).