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Disclosery

DOWLING & YAHNKE LLC: SPGI position timeline

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

DOWLING & YAHNKE LLC held 723 SPGI 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 723 shares
    Change vs previous 13F +27 shares

    0.01% of the 13F portfolio, value $221,000.

    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 696 shares
    Change vs previous 13F -63 shares

    0.01% of the 13F portfolio, value $235,000.

    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 759 shares
    Change vs previous 13F +62 shares

    0.01% of the 13F portfolio, value $311,000.

    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 697 shares
    Change vs previous 13F +50 shares

    0.02% of the 13F portfolio, value $329,000.

    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 647 shares
    Change vs previous 13F +32 shares

    0.02% of the 13F portfolio, value $275,000.

    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 615 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $252,000.

    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 615 shares
    Change vs previous 13F +615 shares

    0.01% of the 13F portfolio, value $217,000.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.