DOWLING & YAHNKE LLC: XLC position timeline

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

DOWLING & YAHNKE LLC held 56,915 XLC shares at 2022-09-30 per its 13F-HR filed 2022-11-03.

the latest 13F is the newest step

period ended2022-09-30
13F 56,915 shares
Change vs previous 13F +30,066 shares
0.13% of the 13F portfolio, value $2,726,000.
13F-HR 0001133197-22-000006 filed by DOWLING & YAHNKE LLC
Filed 2022-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 26,849 shares
Change vs previous 13F +23,577 shares
0.07% of the 13F portfolio, value $1,457,000.
13F-HR 0001133197-22-000005 filed by DOWLING & YAHNKE LLC
Filed 2022-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 3,272 shares
Change vs previous 13F -165 shares
0.01% of the 13F portfolio, value $225,000.
13F-HR 0001133197-22-000004 filed by DOWLING & YAHNKE LLC
Filed 2022-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-12-31
13F 3,437 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $267,000.
13F-HR 0001133197-22-000002 filed by DOWLING & YAHNKE LLC
Filed 2022-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).