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LYELL WEALTH MANAGEMENT, LP: JCI position timeline

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

LYELL WEALTH MANAGEMENT, LP held 10,341 JCI 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 10,341 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,510,924.

    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 10,341 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,354,154.

    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 10,341 shares
    Change vs previous 13F +379 shares

    0.09% of the 13F portfolio, value $1,238,335.

    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 9,962 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,095,322.

    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 9,962 shares
    Change vs previous 13F +6,599 shares

    0.08% of the 13F portfolio, value $1,052,186.

    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 3,363 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $269,410.

    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 3,363 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $265,442.

    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).