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DOWLING & YAHNKE LLC: XLE position timeline

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

DOWLING & YAHNKE LLC held 159,212 XLE 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 159,212 shares
    Change vs previous 13F +2,427 shares

    0.53% of the 13F portfolio, value $11,466,000.

    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 156,785 shares
    Change vs previous 13F +6,853 shares

    0.53% of the 13F portfolio, value $11,212,000.

    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 149,932 shares
    Change vs previous 13F +8,607 shares

    0.5% of the 13F portfolio, value $11,461,000.

    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 141,325 shares
    Change vs previous 13F +5,230 shares

    0.38% of the 13F portfolio, value $7,844,000.

    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 136,095 shares
    Change vs previous 13F +2,112 shares

    0.39% of the 13F portfolio, value $7,089,000.

    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 133,983 shares
    Change vs previous 13F +7,770 shares

    0.41% of the 13F portfolio, value $7,218,000.

    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 126,213 shares
    Change vs previous 13F +5,705 shares

    0.42% of the 13F portfolio, value $6,192,000.

    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 120,508 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $4,567,000.

    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).