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LYELL WEALTH MANAGEMENT, LP: XLP position timeline

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

LYELL WEALTH MANAGEMENT, LP held 2,852 XLP 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 2,852 shares
    Change vs previous 13F -50 shares

    0.01% of the 13F portfolio, value $236,916.

    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 2,902 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $237,906.

    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 2,902 shares
    Change vs previous 13F -580 shares

    0.02% of the 13F portfolio, value $225,427.

    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 3,482 shares
    Change vs previous 13F -365 shares

    0.02% of the 13F portfolio, value $272,884.

    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 3,847 shares
    Change vs previous 13F +151 shares

    0.02% of the 13F portfolio, value $311,492.

    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 3,696 shares
    Change vs previous 13F -91 shares

    0.03% of the 13F portfolio, value $301,852.

    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 3,787 shares
    Change vs previous 13F -1,160 shares

    0.03% of the 13F portfolio, value $297,696.

    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 4,947 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $410,601.

    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).