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LYELL WEALTH MANAGEMENT, LP: VRT position timeline

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

LYELL WEALTH MANAGEMENT, LP held 97,138 VRT 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 97,138 shares
    Change vs previous 13F -7,820 shares

    2% of the 13F portfolio, value $32,523,795.

    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 104,958 shares
    Change vs previous 13F -533 shares

    1.93% of the 13F portfolio, value $26,300,409.

    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 105,491 shares
    Change vs previous 13F -565 shares

    1.24% of the 13F portfolio, value $17,090,615.

    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 106,056 shares
    Change vs previous 13F +994 shares

    1.19% of the 13F portfolio, value $15,999,619.

    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 105,062 shares
    Change vs previous 13F +30,860 shares

    1.07% of the 13F portfolio, value $13,491,017.

    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 74,202 shares
    Change vs previous 13F +38,553 shares

    0.5% of the 13F portfolio, value $5,357,385.

    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 35,649 shares
    Change vs previous 13F +20,379 shares

    0.36% of the 13F portfolio, value $4,050,083.

    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 15,270 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,519,212.

    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).