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Disclosery

DOWLING & YAHNKE LLC: IWR position timeline

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

DOWLING & YAHNKE LLC held 33,145 IWR 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 33,145 shares
    Change vs previous 13F +6,024 shares

    0.1% of the 13F portfolio, value $2,060,000.

    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 27,121 shares
    Change vs previous 13F +2,250 shares

    0.08% of the 13F portfolio, value $1,754,000.

    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 24,871 shares
    Change vs previous 13F +1,521 shares

    0.08% of the 13F portfolio, value $1,941,000.

    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 23,350 shares
    Change vs previous 13F -4,610 shares

    0.09% of the 13F portfolio, value $1,938,000.

    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 27,960 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $2,187,000.

    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 27,960 shares
    Change vs previous 13F -1,555 shares

    0.13% of the 13F portfolio, value $2,216,000.

    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 29,515 shares
    Change vs previous 13F -5,880 shares

    0.15% of the 13F portfolio, value $2,182,000.

    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 35,395 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,426,000.

    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).