Lyell Wealth Management, LP

SEC CIK: 0001686444
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

DLR holding history

Digital Realty Trust, Inc. 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.

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

Shares (Q2 2026): 20,295
Value: $3.64M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of DLR by Lyell Wealth Management, LP, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	20,295	$3.64M	0.2%	−3,350−14.2%	Reduced	Holders
Q1 2026	23,645	$4.26M	0.3%	−35,347−59.9%	Reduced	Holders
Q4 2025	58,992	$9.13M	0.7%	−601−1.0%	Reduced	Holders
Q3 2025	59,593	$10.3M	0.8%	+174+0.3%	Added	Holders
Q2 2025	59,419	$10.4M	0.8%	+1,457+2.5%	Added	Holders
Q1 2025	57,962	$8.31M	0.8%	+2,510+4.5%	Added	Holders
Q4 2024	55,452	$9.83M	0.9%	+457+0.8%	Added	Holders
Q3 2024	54,995	$8.90M	0.8%	+1,009+1.9%	Added	Holders
Q2 2024	53,986	$8.21M	0.8%	+3,314+6.5%	Added	Holders
Q1 2024	50,672	$7.30M	0.7%	+2,325+4.8%	Added	Holders
Q4 2023	48,347	$6.51M	0.7%	+5,197+12.0%	Added	Holders
Q3 2023	43,150	$5.22M	0.7%	−4,470−9.4%	Reduced	Holders
Q2 2023	47,620	$5.42M	0.7%	+4,510+10.5%	Added	Holders
Q1 2023	43,110	$4.24M	0.6%	−1,827−4.1%	Reduced	Holders
Q4 2022	44,937	$4.51M	0.7%	−6,230−12.2%	Reduced	Holders
Q3 2022	51,167	$5.08M	0.9%	−400−0.8%	Reduced	Holders
Q2 2022	51,567	$6.70M	1.1%	−205−0.4%	Reduced	Holders
Q1 2022	51,772	$7.34M	0.9%	+902+1.8%	Added	Holders
Q4 2021	50,870	$9.05M	1.0%	+1,996+4.1%	Added	Holders
Q3 2021	48,874	$7.06M	0.9%	+2,218+4.8%	Added	Holders
Q2 2021	46,656	$7.02M	0.9%	+1,162+2.6%	Added	Holders
Q1 2021	45,494	$6.41M	0.9%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.