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LYELL WEALTH MANAGEMENT, LP: MA position timeline

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

LYELL WEALTH MANAGEMENT, LP held 19,629 MA 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 19,629 shares
    Change vs previous 13F +115 shares

    0.62% of the 13F portfolio, value $10,081,494.

    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 19,514 shares
    Change vs previous 13F -330 shares

    0.72% of the 13F portfolio, value $9,750,386.

    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 19,844 shares
    Change vs previous 13F +536 shares

    0.82% of the 13F portfolio, value $11,328,548.

    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 19,308 shares
    Change vs previous 13F +442 shares

    0.82% of the 13F portfolio, value $10,982,574.

    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 18,866 shares
    Change vs previous 13F +1,926 shares

    0.84% of the 13F portfolio, value $10,601,538.

    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 16,940 shares
    Change vs previous 13F +1,362 shares

    0.87% of the 13F portfolio, value $9,285,126.

    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 15,578 shares
    Change vs previous 13F +515 shares

    0.74% of the 13F portfolio, value $8,202,882.

    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 15,063 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $7,438,086.

    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).