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LYELL WEALTH MANAGEMENT, LP: XLF position timeline

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

LYELL WEALTH MANAGEMENT, LP held 27,068 XLF 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 27,068 shares
    Change vs previous 13F +1,243 shares

    0.09% of the 13F portfolio, value $1,451,098.

    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 25,825 shares
    Change vs previous 13F +1,269 shares

    0.09% of the 13F portfolio, value $1,274,961.

    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 24,556 shares
    Change vs previous 13F +1,772 shares

    0.1% of the 13F portfolio, value $1,344,941.

    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 22,784 shares
    Change vs previous 13F -9,205 shares

    0.09% of the 13F portfolio, value $1,227,383.

    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 31,989 shares
    Change vs previous 13F -5,133 shares

    0.13% of the 13F portfolio, value $1,675,280.

    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 37,122 shares
    Change vs previous 13F +12,395 shares

    0.17% of the 13F portfolio, value $1,849,067.

    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 24,727 shares
    Change vs previous 13F +3,319 shares

    0.11% of the 13F portfolio, value $1,195,075.

    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 21,408 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $970,202.

    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).