DOWLING & YAHNKE LLC: IWO position timeline

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

DOWLING & YAHNKE LLC held 23,189 IWO 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 23,189 shares
Change vs previous 13F +268 shares
0.22% of the 13F portfolio, value $4,791,000.
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 22,921 shares
Change vs previous 13F +1,589 shares
0.22% of the 13F portfolio, value $4,729,000.
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 21,332 shares
Change vs previous 13F +1,412 shares
0.24% of the 13F portfolio, value $5,456,000.
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 19,920 shares
Change vs previous 13F +94 shares
0.28% of the 13F portfolio, value $5,838,000.
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 19,826 shares
Change vs previous 13F +308 shares
0.32% of the 13F portfolio, value $5,821,000.
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).
period ended2021-06-30
13F 19,518 shares
Change vs previous 13F -57 shares
0.35% of the 13F portfolio, value $6,084,000.
13F-HR 0001133197-21-000004 filed by DOWLING & YAHNKE LLC
Filed 2021-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-03-31
13F 19,575 shares
Change vs previous 13F -224 shares
0.4% of the 13F portfolio, value $5,887,000.
13F-HR 0001133197-21-000003 filed by DOWLING & YAHNKE LLC
Filed 2021-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-12-31
13F 19,799 shares
Change vs previous 13F not available
0.4% of the 13F portfolio, value $5,676,000.
13F-HR 0001133197-21-000001 filed by DOWLING & YAHNKE LLC
Filed 2021-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC
Acceptance time not in the bulk data set (spec §4.2).