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DOWLING & YAHNKE LLC: SPY position timeline

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

DOWLING & YAHNKE LLC held 29,449 SPY 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 29,449 shares
    Change vs previous 13F +655 shares

    0.49% of the 13F portfolio, value $10,519,000.

    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 28,794 shares
    Change vs previous 13F -179 shares

    0.51% of the 13F portfolio, value $10,863,000.

    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 28,973 shares
    Change vs previous 13F +5,405 shares

    0.57% of the 13F portfolio, value $13,085,000.

    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 23,568 shares
    Change vs previous 13F +1,569 shares

    0.54% of the 13F portfolio, value $11,193,000.

    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 21,999 shares
    Change vs previous 13F +1,571 shares

    0.52% of the 13F portfolio, value $9,441,000.

    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 20,428 shares
    Change vs previous 13F +66 shares

    0.5% of the 13F portfolio, value $8,744,000.

    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 20,362 shares
    Change vs previous 13F +186 shares

    0.55% of the 13F portfolio, value $8,070,000.

    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 20,176 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $7,543,000.

    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).