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DOWLING & YAHNKE LLC: IWC position timeline

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

DOWLING & YAHNKE LLC held 46,055 IWC 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 46,055 shares
    Change vs previous 13F -1,433 shares

    0.22% of the 13F portfolio, value $4,762,000.

    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 47,488 shares
    Change vs previous 13F -1,875 shares

    0.23% of the 13F portfolio, value $4,937,000.

    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 49,363 shares
    Change vs previous 13F -5,480 shares

    0.28% of the 13F portfolio, value $6,361,000.

    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 54,843 shares
    Change vs previous 13F -675 shares

    0.37% of the 13F portfolio, value $7,663,000.

    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 55,518 shares
    Change vs previous 13F -3,530 shares

    0.44% of the 13F portfolio, value $8,012,000.

    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 59,048 shares
    Change vs previous 13F -7,910 shares

    0.52% of the 13F portfolio, value $9,011,000.

    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 66,958 shares
    Change vs previous 13F -19,910 shares

    0.67% of the 13F portfolio, value $9,839,000.

    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 86,868 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $10,307,000.

    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).