Skip to content
Disclosery

LYELL WEALTH MANAGEMENT, LP: XLK position timeline

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

LYELL WEALTH MANAGEMENT, LP held 33,020 XLK 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 33,020 shares
    Change vs previous 13F +1,212 shares

    0.39% of the 13F portfolio, value $6,290,908.

    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 31,808 shares
    Change vs previous 13F -2,169 shares

    0.31% of the 13F portfolio, value $4,227,317.

    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 33,977 shares
    Change vs previous 13F +16,022 shares

    0.35% of the 13F portfolio, value $4,891,727.

    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 17,955 shares
    Change vs previous 13F -358 shares

    0.38% of the 13F portfolio, value $5,060,708.

    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 18,313 shares
    Change vs previous 13F +955 shares

    0.37% of the 13F portfolio, value $4,637,387.

    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 17,358 shares
    Change vs previous 13F +1,950 shares

    0.34% of the 13F portfolio, value $3,584,069.

    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 15,408 shares
    Change vs previous 13F +1,570 shares

    0.32% of the 13F portfolio, value $3,582,656.

    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 13,838 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,124,055.

    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).