DOWLING & YAHNKE LLC: OTIS position timeline

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

DOWLING & YAHNKE LLC held 13,363 OTIS 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 13,363 shares
Change vs previous 13F -284 shares
0.04% of the 13F portfolio, value $853,000.
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 13,647 shares
Change vs previous 13F -573 shares
0.05% of the 13F portfolio, value $964,000.
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 14,220 shares
Change vs previous 13F -957 shares
0.05% of the 13F portfolio, value $1,094,000.
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 15,177 shares
Change vs previous 13F -633 shares
0.06% of the 13F portfolio, value $1,321,000.
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 15,810 shares
Change vs previous 13F -472 shares
0.07% of the 13F portfolio, value $1,301,000.
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 16,282 shares
Change vs previous 13F -669 shares
0.08% of the 13F portfolio, value $1,331,000.
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 16,951 shares
Change vs previous 13F -150 shares
0.08% of the 13F portfolio, value $1,160,000.
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 17,101 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $1,155,000.
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).