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LYELL WEALTH MANAGEMENT, LP: META position timeline

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

LYELL WEALTH MANAGEMENT, LP held 56,248 META 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 56,248 shares
    Change vs previous 13F +1,132 shares

    1.94% of the 13F portfolio, value $31,683,936.

    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 55,116 shares
    Change vs previous 13F +1,011 shares

    2.32% of the 13F portfolio, value $31,533,517.

    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 54,105 shares
    Change vs previous 13F +2,245 shares

    2.59% of the 13F portfolio, value $35,714,169.

    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 51,860 shares
    Change vs previous 13F +134 shares

    2.83% of the 13F portfolio, value $38,084,947.

    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 51,726 shares
    Change vs previous 13F +1,465 shares

    3.02% of the 13F portfolio, value $38,178,443.

    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 50,261 shares
    Change vs previous 13F +792 shares

    2.71% of the 13F portfolio, value $28,968,521.

    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 49,469 shares
    Change vs previous 13F +339 shares

    2.6% of the 13F portfolio, value $28,964,669.

    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 49,130 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $28,124,033.

    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).