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DOWLING & YAHNKE LLC: WFC position timeline

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

DOWLING & YAHNKE LLC held 162,398 WFC 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 162,398 shares
    Change vs previous 13F +984 shares

    0.3% of the 13F portfolio, value $6,532,000.

    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 161,414 shares
    Change vs previous 13F -1,848 shares

    0.3% of the 13F portfolio, value $6,323,000.

    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 163,262 shares
    Change vs previous 13F -11,828 shares

    0.34% of the 13F portfolio, value $7,912,000.

    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 175,090 shares
    Change vs previous 13F +15,840 shares

    0.4% of the 13F portfolio, value $8,401,000.

    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 159,250 shares
    Change vs previous 13F +18,092 shares

    0.41% of the 13F portfolio, value $7,391,000.

    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 141,158 shares
    Change vs previous 13F +3,467 shares

    0.37% of the 13F portfolio, value $6,393,000.

    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 137,691 shares
    Change vs previous 13F +5,491 shares

    0.37% of the 13F portfolio, value $5,380,000.

    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 132,200 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,990,000.

    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).