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LYELL WEALTH MANAGEMENT, LP: RSP position timeline

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

LYELL WEALTH MANAGEMENT, LP held 14,773 RSP 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 14,773 shares
    Change vs previous 13F -2,227 shares

    0.19% of the 13F portfolio, value $3,143,303.

    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 17,000 shares
    Change vs previous 13F +974 shares

    0.24% of the 13F portfolio, value $3,262,640.

    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 16,026 shares
    Change vs previous 13F +2,242 shares

    0.22% of the 13F portfolio, value $3,069,889.

    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 13,784 shares
    Change vs previous 13F +169 shares

    0.19% of the 13F portfolio, value $2,614,756.

    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 13,615 shares
    Change vs previous 13F -4,481 shares

    0.2% of the 13F portfolio, value $2,474,307.

    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 18,096 shares
    Change vs previous 13F -673 shares

    0.29% of the 13F portfolio, value $3,134,749.

    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 18,769 shares
    Change vs previous 13F -707 shares

    0.29% of the 13F portfolio, value $3,288,812.

    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 19,476 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,489,272.

    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).