Lyell Wealth Management, LP

SEC CIK: 0001686444
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

UTRS holding history

Minerva Surgical 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.

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

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2022

Holdings of UTRS by Lyell Wealth Management, LP, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−58,710−100.0%	Sold out	Holders
Q4 2022	58,710	$13.1K	<0.1%	00.0%	Unchanged	Holders
Q3 2022	58,710	$47.0K	<0.1%	+58,710	New	Holders