Skip to content
Disclosery

LYELL WEALTH MANAGEMENT, LP: SCHE position timeline

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

LYELL WEALTH MANAGEMENT, LP held 53,885 SCHE 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 53,885 shares
    Change vs previous 13F +13,945 shares

    0.12% of the 13F portfolio, value $1,953,888.

    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 39,940 shares
    Change vs previous 13F +6,605 shares

    0.1% of the 13F portfolio, value $1,316,039.

    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 33,335 shares
    Change vs previous 13F +1,550 shares

    0.08% of the 13F portfolio, value $1,091,737.

    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 31,785 shares
    Change vs previous 13F +470 shares

    0.08% of the 13F portfolio, value $1,060,666.

    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 31,315 shares
    Change vs previous 13F +2,735 shares

    0.07% of the 13F portfolio, value $943,835.

    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 28,580 shares
    Change vs previous 13F +2,330 shares

    0.07% of the 13F portfolio, value $787,951.

    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 26,250 shares
    Change vs previous 13F -164 shares

    0.06% of the 13F portfolio, value $699,038.

    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 26,414 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $770,759.

    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).