Lyell Wealth Management, LP

SEC CIK: 0001686444
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

DJP holding history

Barclays Bank PLC in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DJP overview All 13F holders of DJP Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2025

Holdings of DJP by Lyell Wealth Management, LP, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−4,370−100.0%	Sold out	Holders
Q1 2026	4,370	$210.4K	<0.1%	+4,370	New	Holders
Q3 2025	0	$0	0.0%	−6,350−100.0%	Sold out	Holders
Q2 2025	6,350	$215.8K	<0.1%	+6,350	New	Holders