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LYELL WEALTH MANAGEMENT, LP: SMH position timeline

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

LYELL WEALTH MANAGEMENT, LP held 76,152 SMH 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 76,152 shares
    Change vs previous 13F -1,753 shares

    3.06% of the 13F portfolio, value $49,947,159.

    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 77,905 shares
    Change vs previous 13F +237 shares

    2.19% of the 13F portfolio, value $29,868,674.

    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 77,668 shares
    Change vs previous 13F +399 shares

    2.03% of the 13F portfolio, value $27,970,649.

    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 77,269 shares
    Change vs previous 13F +4,523 shares

    1.87% of the 13F portfolio, value $25,217,511.

    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 72,746 shares
    Change vs previous 13F +4,251 shares

    1.6% of the 13F portfolio, value $20,287,404.

    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 68,495 shares
    Change vs previous 13F +5,907 shares

    1.35% of the 13F portfolio, value $14,484,638.

    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 62,588 shares
    Change vs previous 13F +2,367 shares

    1.36% of the 13F portfolio, value $15,156,936.

    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 60,221 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $14,781,244.

    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).