DOWLING & YAHNKE LLC: DFIV position timeline

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

DOWLING & YAHNKE LLC held 811,807 DFIV shares at 2022-09-30 per its 13F-HR filed 2022-11-03.

the latest 13F is the newest step

period ended2022-09-30
13F 811,807 shares
Change vs previous 13F -15,364 shares
0.97% of the 13F portfolio, value $20,912,000.
13F-HR 0001133197-22-000006 filed by DOWLING & YAHNKE LLC
Filed 2022-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 827,171 shares
Change vs previous 13F -12,179 shares
1.12% of the 13F portfolio, value $23,897,000.
13F-HR 0001133197-22-000005 filed by DOWLING & YAHNKE LLC
Filed 2022-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 839,350 shares
Change vs previous 13F -11,992 shares
1.22% of the 13F portfolio, value $28,101,000.
13F-HR 0001133197-22-000004 filed by DOWLING & YAHNKE LLC
Filed 2022-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-12-31
13F 851,342 shares
Change vs previous 13F -21,154 shares
1.34% of the 13F portfolio, value $27,941,000.
13F-HR 0001133197-22-000002 filed by DOWLING & YAHNKE LLC
Filed 2022-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-09-30
13F 872,496 shares
Change vs previous 13F not available
1.58% of the 13F portfolio, value $28,570,000.
13F-HR 0001133197-21-000006 filed by DOWLING & YAHNKE LLC
Filed 2021-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).