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LYELL WEALTH MANAGEMENT, LP: VOO position timeline

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

LYELL WEALTH MANAGEMENT, LP held 12,699 VOO 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 12,699 shares
    Change vs previous 13F +1,102 shares

    0.54% of the 13F portfolio, value $8,721,862.

    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 11,597 shares
    Change vs previous 13F -109 shares

    0.51% of the 13F portfolio, value $6,929,727.

    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 11,706 shares
    Change vs previous 13F +876 shares

    0.53% of the 13F portfolio, value $7,340,989.

    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 10,830 shares
    Change vs previous 13F +1,117 shares

    0.49% of the 13F portfolio, value $6,632,339.

    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 9,713 shares
    Change vs previous 13F +5,676 shares

    0.44% of the 13F portfolio, value $5,517,440.

    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 4,037 shares
    Change vs previous 13F +1,483 shares

    0.19% of the 13F portfolio, value $2,074,803.

    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 2,554 shares
    Change vs previous 13F -528 shares

    0.12% of the 13F portfolio, value $1,376,188.

    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 3,082 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,626,205.

    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).