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LYELL WEALTH MANAGEMENT, LP: SBUX position timeline

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

LYELL WEALTH MANAGEMENT, LP held 8,342 SBUX 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 8,342 shares
    Change vs previous 13F +1,175 shares

    0.05% of the 13F portfolio, value $852,469.

    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 7,167 shares
    Change vs previous 13F -1,090 shares

    0.05% of the 13F portfolio, value $642,092.

    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 8,257 shares
    Change vs previous 13F -1,790 shares

    0.05% of the 13F portfolio, value $695,322.

    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 10,047 shares
    Change vs previous 13F -2,553 shares

    0.06% of the 13F portfolio, value $849,976.

    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 12,600 shares
    Change vs previous 13F -5,994 shares

    0.09% of the 13F portfolio, value $1,154,538.

    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 18,594 shares
    Change vs previous 13F +1,229 shares

    0.17% of the 13F portfolio, value $1,823,885.

    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 17,365 shares
    Change vs previous 13F -1,520 shares

    0.14% of the 13F portfolio, value $1,584,556.

    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 18,885 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,841,099.

    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).