Skip to content
Disclosery

LYELL WEALTH MANAGEMENT, LP: TIP position timeline

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

LYELL WEALTH MANAGEMENT, LP held 21,416 TIP 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 21,416 shares
    Change vs previous 13F +33 shares

    0.14% of the 13F portfolio, value $2,343,553.

    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 21,383 shares
    Change vs previous 13F -2,695 shares

    0.17% of the 13F portfolio, value $2,359,828.

    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 24,078 shares
    Change vs previous 13F -690 shares

    0.19% of the 13F portfolio, value $2,646,413.

    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 24,768 shares
    Change vs previous 13F +460 shares

    0.2% of the 13F portfolio, value $2,754,697.

    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 24,308 shares
    Change vs previous 13F +95 shares

    0.21% of the 13F portfolio, value $2,674,852.

    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 24,213 shares
    Change vs previous 13F -841 shares

    0.25% of the 13F portfolio, value $2,689,822.

    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 25,054 shares
    Change vs previous 13F -1,314 shares

    0.24% of the 13F portfolio, value $2,669,504.

    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 26,368 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,912,873.

    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).