LYELL WEALTH MANAGEMENT, LP

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Menlo Park, CA
CIK
0001686444
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 201 714,377 13F-HR 5/3/2023 000110465923055446 LYELL WEALTH MANAGEMENT, LP
Q4 2022 189 633,171 13F-HR 1/24/2023 000110465923006078 LYELL WEALTH MANAGEMENT, LP
Q3 2022 190 587,312 13F-HR 10/24/2022 000110465922110853 LYELL WEALTH MANAGEMENT, LP
Q2 2022 193 613,186 13F-HR 7/28/2022 000110465922083582 LYELL WEALTH MANAGEMENT, LP
Q1 2022 196 776,978 13F-HR 5/3/2022 000110465922055409 LYELL WEALTH MANAGEMENT, LP
Q4 2021 187 876,088 13F-HR 2/7/2022 000110465922012914 LYELL WEALTH MANAGEMENT, LP
Q3 2021 182 822,223 13F-HR 11/9/2021 000110465921136484 LYELL WEALTH MANAGEMENT, LP
Q2 2021 190 807,895 13F-HR 8/9/2021 000110465921101977 LYELL WEALTH MANAGEMENT, LP
Q1 2021 172 686,464 13F-HR 5/7/2021 000110465921063107 LYELL WEALTH MANAGEMENT, LP
Q4 2020 158 626,130 13F-HR 2/4/2021 000110465921012021 LYELL WEALTH MANAGEMENT, LP
Q3 2020 136 533,772 13F-HR 11/4/2020 000110465920121301 LYELL WEALTH MANAGEMENT, LP
Q2 2020 121 455,850 13F-HR 7/30/2020 000110465920087877 LYELL WEALTH MANAGEMENT, LP
Q1 2020 119 334,507 13F-HR 5/11/2020 000110465920059328 LYELL WEALTH MANAGEMENT, LP
Q4 2019 130 374,520 13F-HR 2/5/2020 000110465920011238 LYELL WEALTH MANAGEMENT, LP
Q3 2019 121 332,746 13F-HR 11/6/2019 000110465919060561 LYELL WEALTH MANAGEMENT, LP
Q2 2019 123 331,724 13F-HR 8/1/2019 000114420419037250 LYELL WEALTH MANAGEMENT, LP
Q1 2019 119 299,556 13F-HR 5/6/2019 000114420419023714 LYELL WEALTH MANAGEMENT, LP
Q4 2018 109 239,503 13F-HR 2/11/2019 000114420419005928 LYELL WEALTH MANAGEMENT, LP
Q3 2018 119 297,005 13F-HR 10/30/2018 000114420418056147 LYELL WEALTH MANAGEMENT, LP
Q2 2018 110 273,598 13F-HR 7/30/2018 000114420418040541 LYELL WEALTH MANAGEMENT, LP
Q1 2018 106 270,292 13F-HR 5/7/2018 000114420418025482 LYELL WEALTH MANAGEMENT, LP
Q4 2017 107 251,786 13F-HR 1/30/2018 000114420418004634 LYELL WEALTH MANAGEMENT, LP
Q3 2017 105 231,564 13F-HR 10/26/2017 000114420417054301 LYELL WEALTH MANAGEMENT, LP
Q2 2017 99 205,485 13F-HR 7/27/2017 000114420417038689 LYELL WEALTH MANAGEMENT, LP
Q1 2017 98 184,813 13F-HR 5/8/2017 000114420417025088 LYELL WEALTH MANAGEMENT, LP
Q4 2016 89 160,953 13F-HR 2/13/2017 000114420417007965 LYELL WEALTH MANAGEMENT, LP