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Disclosery

LYELL WEALTH MANAGEMENT, LP: WM position timeline

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

LYELL WEALTH MANAGEMENT, LP held 55,561 WM 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 55,561 shares
    Change vs previous 13F +8,403 shares

    0.76% of the 13F portfolio, value $12,383,436.

    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 47,158 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $10,836,437.

    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).