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LYELL WEALTH MANAGEMENT, LP: NET position timeline

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

LYELL WEALTH MANAGEMENT, LP held 55,907 NET 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 55,907 shares
    Change vs previous 13F +1,873 shares

    0.84% of the 13F portfolio, value $13,712,869.

    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 54,034 shares
    Change vs previous 13F +1,665 shares

    0.82% of the 13F portfolio, value $11,149,376.

    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 52,369 shares
    Change vs previous 13F +253 shares

    0.75% of the 13F portfolio, value $10,324,548.

    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 52,116 shares
    Change vs previous 13F +293 shares

    0.83% of the 13F portfolio, value $11,183,572.

    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 51,823 shares
    Change vs previous 13F +1,075 shares

    0.8% of the 13F portfolio, value $10,148,498.

    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 50,748 shares
    Change vs previous 13F +3,190 shares

    0.53% of the 13F portfolio, value $5,718,792.

    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 47,558 shares
    Change vs previous 13F +7,291 shares

    0.46% of the 13F portfolio, value $5,121,045.

    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 40,267 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,257,198.

    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).