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LYELL WEALTH MANAGEMENT, LP: SHOP position timeline

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

LYELL WEALTH MANAGEMENT, LP held 167,421 SHOP 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 167,421 shares
    Change vs previous 13F +2,505 shares

    1.17% of the 13F portfolio, value $19,116,130.

    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 164,916 shares
    Change vs previous 13F +21 shares

    1.44% of the 13F portfolio, value $19,562,336.

    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 164,895 shares
    Change vs previous 13F +127 shares

    1.92% of the 13F portfolio, value $26,543,148.

    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 164,768 shares
    Change vs previous 13F -48 shares

    1.82% of the 13F portfolio, value $24,486,172.

    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 164,816 shares
    Change vs previous 13F +4,558 shares

    1.5% of the 13F portfolio, value $19,011,526.

    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 160,258 shares
    Change vs previous 13F +2,770 shares

    1.43% of the 13F portfolio, value $15,301,434.

    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 157,488 shares
    Change vs previous 13F +304 shares

    1.5% of the 13F portfolio, value $16,745,699.

    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 157,184 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $12,596,726.

    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).