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Lyell Wealth Management, LP

SEC CIK
0001686444
Latest filing
Aug 5, 2026

U holding history

Unity Software 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.

U overviewAll 13F holders of UFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2021
Holdings of U by Lyell Wealth Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−13,025−100.0%Sold outHolders
Q3 202213,025$415.0K0.1%−748−5.4%ReducedHolders
Q2 202213,773$507.0K0.1%−821−5.6%ReducedHolders
Q1 202214,594$1.45M0.2%+4,232+40.8%AddedHolders
Q4 202110,362$1.48M0.2%+10,362NewHolders