LYELL WEALTH MANAGEMENT, LP: ITW position timeline

LYELL WEALTH MANAGEMENT, LP held 1,226 ITW 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 1,226 shares

   Change vs previous 13F +100 shares

   0.02% of the 13F portfolio, value $331,673.

   13F-HR 0001104659-26-090824 filed by LYELL WEALTH MANAGEMENT, LP
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,126 shares

   Change vs previous 13F +1,126 shares

   0.02% of the 13F portfolio, value $293,160.

   13F-HR 0001104659-26-056835 filed by LYELL WEALTH MANAGEMENT, LP
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -1,002 shares

   13F-HR 0001104659-25-046030 filed by LYELL WEALTH MANAGEMENT, LP
   Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 1,002 shares

   Change vs previous 13F +47 shares

   0.02% of the 13F portfolio, value $254,139.

   13F-HR 0001104659-25-008208 filed by LYELL WEALTH MANAGEMENT, LP
   Filed 2025-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 955 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $250,351.

   13F-HR 0001104659-24-110780 filed by LYELL WEALTH MANAGEMENT, LP
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).