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DOWLING & YAHNKE LLC: SCHW position timeline

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

DOWLING & YAHNKE LLC held 55,440 SCHW 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 55,440 shares
    Change vs previous 13F +643 shares

    0.19% of the 13F portfolio, value $3,984,000.

    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 54,797 shares
    Change vs previous 13F -2,891 shares

    0.16% of the 13F portfolio, value $3,462,000.

    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 57,688 shares
    Change vs previous 13F -126 shares

    0.21% of the 13F portfolio, value $4,864,000.

    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 57,814 shares
    Change vs previous 13F +4,433 shares

    0.23% of the 13F portfolio, value $4,862,000.

    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 53,381 shares
    Change vs previous 13F +354 shares

    0.22% of the 13F portfolio, value $3,888,000.

    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 53,027 shares
    Change vs previous 13F +536 shares

    0.22% of the 13F portfolio, value $3,861,000.

    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 52,491 shares
    Change vs previous 13F -2,199 shares

    0.23% of the 13F portfolio, value $3,421,000.

    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 54,690 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,901,000.

    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).