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LYELL WEALTH MANAGEMENT, LP: NOW position timeline

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

LYELL WEALTH MANAGEMENT, LP held 91,809 NOW 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 91,809 shares
    Change vs previous 13F -22,637 shares

    0.56% of the 13F portfolio, value $9,114,798.

    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 114,446 shares
    Change vs previous 13F -15,939 shares

    0.88% of the 13F portfolio, value $11,965,329.

    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 130,385 shares
    Change vs previous 13F +103,931 shares

    1.45% of the 13F portfolio, value $19,973,678.

    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 26,454 shares
    Change vs previous 13F -41 shares

    1.81% of the 13F portfolio, value $24,345,087.

    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 26,495 shares
    Change vs previous 13F +747 shares

    2.15% of the 13F portfolio, value $27,238,980.

    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 25,748 shares
    Change vs previous 13F -293 shares

    1.92% of the 13F portfolio, value $20,499,013.

    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 26,041 shares
    Change vs previous 13F -127 shares

    2.47% of the 13F portfolio, value $27,606,585.

    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 26,168 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $23,404,398.

    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).