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DOWLING & YAHNKE LLC: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DOWLING & YAHNKE LLC on AXP, newest first. How the timeline and the estimate are built.

DOWLING & YAHNKE LLC held 62,291 AXP shares at 2022-09-30 per its 13F-HR filed 2022-11-03.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 62,291 shares
    Change vs previous 13F -432 shares

    0.39% of the 13F portfolio, value $8,404,000.

    13F-HR 0001133197-22-000006 filed by DOWLING & YAHNKE LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-06-30
    13F 62,723 shares
    Change vs previous 13F -199 shares

    0.41% of the 13F portfolio, value $8,695,000.

    13F-HR 0001133197-22-000005 filed by DOWLING & YAHNKE LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-03-31
    13F 62,922 shares
    Change vs previous 13F +296 shares

    0.51% of the 13F portfolio, value $11,766,000.

    13F-HR 0001133197-22-000004 filed by DOWLING & YAHNKE LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-12-31
    13F 62,626 shares
    Change vs previous 13F -2,146 shares

    0.49% of the 13F portfolio, value $10,246,000.

    13F-HR 0001133197-22-000002 filed by DOWLING & YAHNKE LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-09-30
    13F 64,772 shares
    Change vs previous 13F +4 shares

    0.6% of the 13F portfolio, value $10,851,000.

    13F-HR 0001133197-21-000006 filed by DOWLING & YAHNKE LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-06-30
    13F 64,768 shares
    Change vs previous 13F +274 shares

    0.61% of the 13F portfolio, value $10,702,000.

    13F-HR 0001133197-21-000004 filed by DOWLING & YAHNKE LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-03-31
    13F 64,494 shares
    Change vs previous 13F +133 shares

    0.62% of the 13F portfolio, value $9,122,000.

    13F-HR 0001133197-21-000003 filed by DOWLING & YAHNKE LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-12-31
    13F 64,361 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $7,782,000.

    13F-HR 0001133197-21-000001 filed by DOWLING & YAHNKE LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).