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Disclosery

DOWLING & YAHNKE LLC: IYZ position timeline

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

DOWLING & YAHNKE LLC held 35,131 IYZ 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 35,131 shares
    Change vs previous 13F -7,960 shares

    0.03% of the 13F portfolio, value $734,000.

    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 43,091 shares
    Change vs previous 13F +3,674 shares

    0.05% of the 13F portfolio, value $1,083,000.

    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 39,417 shares
    Change vs previous 13F +4,878 shares

    0.05% of the 13F portfolio, value $1,178,000.

    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 34,539 shares
    Change vs previous 13F -715 shares

    0.05% of the 13F portfolio, value $1,137,000.

    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 35,254 shares
    Change vs previous 13F -390 shares

    0.06% of the 13F portfolio, value $1,144,000.

    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 35,644 shares
    Change vs previous 13F -365 shares

    0.07% of the 13F portfolio, value $1,184,000.

    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 36,009 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,164,000.

    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 36,009 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,088,000.

    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).