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LYELL WEALTH MANAGEMENT, LP: PLTR position timeline

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

LYELL WEALTH MANAGEMENT, LP held 3,148 PLTR 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 3,148 shares
    Change vs previous 13F -75 shares

    0.02% of the 13F portfolio, value $367,277.

    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 3,223 shares
    Change vs previous 13F +40 shares

    0.03% of the 13F portfolio, value $471,460.

    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 3,183 shares
    Change vs previous 13F +1,432 shares

    0.04% of the 13F portfolio, value $565,778.

    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 1,751 shares
    Change vs previous 13F -700 shares

    0.02% of the 13F portfolio, value $319,417.

    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 2,451 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $334,120.

    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 2,450 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $206,780.

    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).