Lyell Wealth Management, LPGrowthConcentrated long-term

CIK: 0001686444 | MENLO PARK, CA

Q2 2026 vs Q3 2026 Comparison Profile

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	233	$1.7B	2026-10-30	SEC ↗
Q2 2026	13F-HR	232	$1.6B	2026-08-05	SEC ↗
Q1 2026	13F-HR	216	$1.4B	2026-05-07	SEC ↗
Q4 2025	13F-HR	213	$1.4B	2026-02-12	SEC ↗
Q3 2025	13F-HR	211	$1.3B	2025-11-06	SEC ↗
Q2 2025	13F-HR	219	$1.3B	2025-07-29	SEC ↗
Q1 2025	13F-HR	202	$1.1B	2025-05-08	SEC ↗
Q4 2024	13F-HR	200	$1.1B	2025-02-03	SEC ↗
Q3 2024	13F-HR	207	$1.1B	2024-10-23	SEC ↗
Q2 2024	13F-HR	199	$1.0B	2024-08-08	SEC ↗
Q1 2024	13F-HR	197	$983.5M	2024-05-03	SEC ↗
Q4 2023	13F-HR	195	$879.6M	2024-02-02	SEC ↗
Q3 2023	13F-HR	179	$743.6M	2023-10-31	SEC ↗
Q2 2023	13F-HR	181	$782.4M	2023-08-04	SEC ↗
Q1 2023	13F-HR	201	$714.4M	2023-05-03	SEC ↗
Q4 2022	13F-HR	189	$633.2M	2023-01-24	SEC ↗
Q3 2022	13F-HR	190	$91.9M	2022-10-24	SEC ↗
Q2 2022	13F-HR	193	$64.2M	2022-07-28	SEC ↗
Q1 2022	13F-HR	196	$58.9M	2022-05-04	SEC ↗
Q4 2021	13F-HR	187	$63.1M	2022-02-08	SEC ↗
Q3 2021	13F-HR	182	$53.1M	2021-11-10	SEC ↗
Q2 2021	13F-HR	190	$52.5M	2021-08-09	SEC ↗
Q1 2021	13F-HR	172	$42.2M	2021-05-07	SEC ↗
Q4 2020	13F-HR	158	$32.7M	2021-02-04	SEC ↗
Q3 2020	13F-HR	136	$30.1M	2020-11-04	SEC ↗
Q2 2020	13F-HR	121	$27.4M	2020-07-30	SEC ↗
Q1 2020	13F-HR	119	$26.2M	2020-05-11	SEC ↗
Q4 2019	13F-HR	130	$30.9M	2020-02-05	SEC ↗
Q3 2019	13F-HR	121	$21.7M	2019-11-06	SEC ↗
Q2 2019	13F-HR	123	$21.2M	2019-08-01	SEC ↗
Q1 2019	13F-HR	119	$19.5M	2019-05-06	SEC ↗
Q4 2018	13F-HR	109	$12.4M	2019-02-11	SEC ↗
Q3 2018	13F-HR	119	$16.4M	2018-10-30	SEC ↗
Q2 2018	13F-HR	110	$16.2M	2018-07-30	SEC ↗
Q1 2018	13F-HR	106	$16.5M	2018-05-07	SEC ↗
Q4 2017	13F-HR	107	$16.7M	2018-01-30	SEC ↗
Q3 2017	13F-HR	105	$15.2M	2017-10-26	SEC ↗
Q2 2017	13F-HR	99	$13.4M	2017-07-27	SEC ↗
Q1 2017	13F-HR	98	$12.5M	2017-05-08	SEC ↗
Q4 2016	13F-HR	89	$11.1M	2017-02-13	SEC ↗