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DOWLING & YAHNKE LLC: UPS position timeline

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

DOWLING & YAHNKE LLC held 41,099 UPS 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 41,099 shares
    Change vs previous 13F +256 shares

    0.31% of the 13F portfolio, value $6,639,000.

    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 40,843 shares
    Change vs previous 13F -371 shares

    0.35% of the 13F portfolio, value $7,455,000.

    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 41,214 shares
    Change vs previous 13F +384 shares

    0.38% of the 13F portfolio, value $8,839,000.

    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 40,830 shares
    Change vs previous 13F -420 shares

    0.42% of the 13F portfolio, value $8,752,000.

    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 41,250 shares
    Change vs previous 13F -182 shares

    0.42% of the 13F portfolio, value $7,512,000.

    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 41,432 shares
    Change vs previous 13F +387 shares

    0.5% of the 13F portfolio, value $8,617,000.

    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 41,045 shares
    Change vs previous 13F -120 shares

    0.48% of the 13F portfolio, value $6,977,000.

    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 41,165 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $6,932,000.

    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).