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DOWLING & YAHNKE LLC: SRE position timeline

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

DOWLING & YAHNKE LLC held 33,314 SRE 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 33,314 shares
    Change vs previous 13F +6,592 shares

    0.23% of the 13F portfolio, value $4,995,000.

    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 26,722 shares
    Change vs previous 13F -40 shares

    0.19% of the 13F portfolio, value $4,016,000.

    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 26,762 shares
    Change vs previous 13F +600 shares

    0.2% of the 13F portfolio, value $4,499,000.

    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 26,162 shares
    Change vs previous 13F -1,214 shares

    0.17% of the 13F portfolio, value $3,461,000.

    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 27,376 shares
    Change vs previous 13F +156 shares

    0.19% of the 13F portfolio, value $3,463,000.

    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 27,220 shares
    Change vs previous 13F +105 shares

    0.21% of the 13F portfolio, value $3,606,000.

    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 27,115 shares
    Change vs previous 13F -205 shares

    0.25% of the 13F portfolio, value $3,595,000.

    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 27,320 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,481,000.

    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).