Advertisement
Screener

LYELL WEALTH MANAGEMENT, LP Last Quarter Change: Foreign Bonds: Other Debt, Sold Out

LYELL WEALTH MANAGEMENT, LP quarter change: Foreign Bonds: Other Debt, Sold out

In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, LYELL WEALTH MANAGEMENT, LP opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1686444): 2026-03-31 (filed 2026-05-07) and 2026-06-30 (filed 2026-08-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Stack Financial Management, IncUnited States$1.361B52
VICUS CAPITALUnited States$1.360B251
Arnhold LLCUnited States$1.362B118
CRAMER ROSENTHAL MCGLYNN LLCUnited States$1.362B86
Bouchey Financial Group, Ltd.United States$1.363B173
TCM Advisors, LLCUnited States$1.358B69
FORA Capital, LLCUnited States$1.365B413
DENDUR CAPITAL LPUnited States$1.365B22
Prescott General Partners LLCUnited States$1.365B10
SOMA EQUITY PARTNERS LPUnited States$1.356B20