True Wealth Design, LLC LYEL — LYELL IMMUNOPHARMA INC

Ownership history in True Wealth Design, LLC  ·  4 quarters on record

AI Ownership Summary

True Wealth Design, LLC reported LYELL IMMUNOPHARMA INC (LYEL) in 4 quarterly 13F filings from 2024 Q3 through 2026 Q3. The latest visible filing shows LYEL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LYEL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was True Wealth Design, LLC's position in LYELL IMMUNOPHARMA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

LYEL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LYEL stock page True Wealth Design, LLC fund profile True Wealth Design, LLC full holdings
How True Wealth Design, LLC held LYEL — position size vs. price
% of Fund (quarterly)    LYEL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 45 +22 +95.7% 0.00% $441 2026-10-13 $7.51
2025 Q2 REDUCED 61.7% +69.3% ❌ 23 -37 -61.7% 0.00% $204 2025-08-06 $11.08
2025 Q1 REDUCED 80.8% -17.8% ✅ 60 -253 -80.8% 0.00% $33 2025-05-13 $8.10
2024 Q3 INITIATED — — — 313 — — 0.00% $432 2024-11-14 $22.00

🏢 Other funds also holding LYEL

As of 2026 Q3 — sorted by position size

GAMMA Investing LLC 0.0% Farther Finance Advisors, LLC 3Y 0.0%

FAQ About True Wealth Design, LLC and LYEL

These are the practical questions this page is built to answer before you even open the full history table.

How long has True Wealth Design, LLC reported owning LYEL?

True Wealth Design, LLC reported LYEL across 4 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported LYEL position in True Wealth Design, LLC's portfolio?

The largest reported portfolio weight for LYEL was 0.00% in 2024 Q3.

What is the latest reported LYEL position on this page?

The most recent filing on this page is 2026 Q3, when True Wealth Design, LLC reported 45 shares, equal to 0.00% of portfolio, with an estimated market value of $441.

What does the chart on this LYEL ownership page compare?

The chart compares True Wealth Design, LLC's quarterly LYEL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did True Wealth Design, LLC time their LYEL position?

Based on 13F filing dates vs. subsequent LYEL price moves, True Wealth Design, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on LYEL relative to SPY over the holding period was -64.9%.

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