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DOWLING & YAHNKE LLC: XLB position timeline

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

DOWLING & YAHNKE LLC held 110,671 XLB 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 110,671 shares
    Change vs previous 13F +2,508 shares

    0.35% of the 13F portfolio, value $7,527,000.

    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 108,163 shares
    Change vs previous 13F +1,234 shares

    0.37% of the 13F portfolio, value $7,961,000.

    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 106,929 shares
    Change vs previous 13F +3,081 shares

    0.41% of the 13F portfolio, value $9,426,000.

    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 103,848 shares
    Change vs previous 13F -2,259 shares

    0.45% of the 13F portfolio, value $9,410,000.

    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 106,107 shares
    Change vs previous 13F +708 shares

    0.46% of the 13F portfolio, value $8,394,000.

    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 105,399 shares
    Change vs previous 13F -875 shares

    0.5% of the 13F portfolio, value $8,675,000.

    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 106,274 shares
    Change vs previous 13F -920 shares

    0.57% of the 13F portfolio, value $8,374,000.

    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 107,194 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $7,760,000.

    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).