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Disclosery

DOWLING & YAHNKE LLC: WM position timeline

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

DOWLING & YAHNKE LLC held 5,419 WM 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 5,419 shares
    Change vs previous 13F -40 shares

    0.04% of the 13F portfolio, value $868,000.

    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 5,459 shares
    Change vs previous 13F +2,296 shares

    0.04% of the 13F portfolio, value $835,000.

    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 3,163 shares
    Change vs previous 13F -28 shares

    0.02% of the 13F portfolio, value $501,000.

    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 3,191 shares
    Change vs previous 13F +709 shares

    0.03% of the 13F portfolio, value $533,000.

    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 2,482 shares
    Change vs previous 13F +529 shares

    0.02% of the 13F portfolio, value $371,000.

    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 1,953 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $274,000.

    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).