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LYELL WEALTH MANAGEMENT, LP: OUNZ position timeline

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

LYELL WEALTH MANAGEMENT, LP held 59,265 OUNZ 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 59,265 shares
    Change vs previous 13F -23,980 shares

    0.14% of the 13F portfolio, value $2,287,036.

    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 83,245 shares
    Change vs previous 13F +21,450 shares

    0.28% of the 13F portfolio, value $3,750,187.

    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 61,795 shares
    Change vs previous 13F -14,700 shares

    0.19% of the 13F portfolio, value $2,563,257.

    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 76,495 shares
    Change vs previous 13F +16,700 shares

    0.21% of the 13F portfolio, value $2,844,849.

    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 59,795 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,906,863.

    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 59,795 shares
    Change vs previous 13F +10,130 shares

    0.17% of the 13F portfolio, value $1,802,221.

    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 49,665 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,256,525.

    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 49,665 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,260,994.

    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).