Lyell Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Lyell Wealth Management going back to Feb. 13, 2017
- Lyell Wealth Management 2024 Q1 - filed May 3, 2024 - new!
- Lyell Wealth Management 2023 Q4 - filed Feb. 2, 2024
- Lyell Wealth Management 2023 Q3 - filed Oct. 31, 2023
- Lyell Wealth Management 2023 Q2 - filed Aug. 4, 2023
- Lyell Wealth Management 2023 Q1 - filed May 3, 2023
- Lyell Wealth Management 2022 Q4 - filed Jan. 24, 2023
- Lyell Wealth Management 2022 Q3 - filed Oct. 24, 2022
- Lyell Wealth Management 2022 Q2 - filed July 28, 2022
- Lyell Wealth Management 2022 Q1 - filed May 4, 2022
- Lyell Wealth Management 2021 Q4 - filed Feb. 8, 2022
- Lyell Wealth Management 2021 Q3 - filed Nov. 10, 2021
- Lyell Wealth Management 2021 Q2 - filed Aug. 9, 2021
- Lyell Wealth Management 2021 Q1 - filed May 7, 2021
- Lyell Wealth Management 2020 Q4 - filed Feb. 4, 2021
- Lyell Wealth Management 2020 Q3 - filed Nov. 4, 2020
- Lyell Wealth Management 2020 Q2 - filed July 30, 2020
- Lyell Wealth Management 2020 Q1 - filed May 11, 2020
- Lyell Wealth Management 2019 Q4 - filed Feb. 5, 2020
- Lyell Wealth Management 2019 Q3 - filed Nov. 6, 2019
- Lyell Wealth Management 2019 Q2 - filed Aug. 1, 2019
- Lyell Wealth Management 2019 Q1 - filed May 6, 2019
- Lyell Wealth Management 2018 Q4 - filed Feb. 11, 2019
- Lyell Wealth Management 2018 Q3 - filed Oct. 30, 2018
- Lyell Wealth Management 2018 Q2 - filed July 30, 2018
- Lyell Wealth Management 2018 Q1 - filed May 7, 2018
- Lyell Wealth Management 2017 Q4 - filed Jan. 30, 2018
- Lyell Wealth Management 2017 Q3 - filed Oct. 26, 2017
- Lyell Wealth Management 2017 Q2 - filed July 27, 2017
- Lyell Wealth Management 2017 Q1 - filed May 8, 2017
- Lyell Wealth Management 2016 Q4 - filed Feb. 13, 2017