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LYELL WEALTH MANAGEMENT, LP: TOL position timeline

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

LYELL WEALTH MANAGEMENT, LP held 105,787 TOL 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 105,787 shares
    Change vs previous 13F +5,606 shares

    1.07% of the 13F portfolio, value $17,428,387.

    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 100,181 shares
    Change vs previous 13F +4,537 shares

    1% of the 13F portfolio, value $13,671,661.

    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 95,644 shares
    Change vs previous 13F +4,147 shares

    0.94% of the 13F portfolio, value $12,932,920.

    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 91,497 shares
    Change vs previous 13F +14,319 shares

    0.94% of the 13F portfolio, value $12,639,449.

    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 77,178 shares
    Change vs previous 13F +8,276 shares

    0.7% of the 13F portfolio, value $8,808,349.

    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 68,902 shares
    Change vs previous 13F +21,553 shares

    0.68% of the 13F portfolio, value $7,275,362.

    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 47,349 shares
    Change vs previous 13F +41,299 shares

    0.53% of the 13F portfolio, value $5,963,607.

    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 6,050 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $934,665.

    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).