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LYELL WEALTH MANAGEMENT, LP → JACK
LYELL WEALTH MANAGEMENT, LP JACK Position History
Jack in the Box Inc. • Consumer Cyclical
Quarters held
5
Latest value
$4.9M
Q3 2026
Peak value
$4.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $469K |
| Q4 2025 | $2.2M |
| Q1 2026 | $3.4M |
| Q2 2026 | $4.7M |
| Q3 2026 | $4.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.9M | 199.0K | — | — |
| Q2 2026 | $4.7M | 181.3K | — | — |
| Q1 2026 | $3.4M | 128.8K | — | — |
| Q4 2025 | $2.2M | 82.6K | — | — |
| Q3 2025 | $469K | 17.7K | — | — |