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LYELL WEALTH MANAGEMENT, LP: XLV position timeline

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

LYELL WEALTH MANAGEMENT, LP held 55,725 XLV 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 55,725 shares
    Change vs previous 13F +993 shares

    0.54% of the 13F portfolio, value $8,841,329.

    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 54,732 shares
    Change vs previous 13F +11,322 shares

    0.59% of the 13F portfolio, value $8,024,259.

    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 43,410 shares
    Change vs previous 13F +9,265 shares

    0.49% of the 13F portfolio, value $6,719,868.

    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 34,145 shares
    Change vs previous 13F -1,476 shares

    0.35% of the 13F portfolio, value $4,751,960.

    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 35,621 shares
    Change vs previous 13F -1,041 shares

    0.38% of the 13F portfolio, value $4,801,355.

    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 36,662 shares
    Change vs previous 13F +7,144 shares

    0.5% of the 13F portfolio, value $5,352,961.

    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 29,518 shares
    Change vs previous 13F -2,452 shares

    0.36% of the 13F portfolio, value $4,060,737.

    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 31,970 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $4,923,958.

    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).