DOWLING & YAHNKE LLC: XLU position timeline

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

DOWLING & YAHNKE LLC held 67,923 XLU 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 67,923 shares
Change vs previous 13F +145 shares
0.21% of the 13F portfolio, value $4,450,000.
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 67,778 shares
Change vs previous 13F -797 shares
0.22% of the 13F portfolio, value $4,753,000.
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 68,575 shares
Change vs previous 13F +2,280 shares
0.22% of the 13F portfolio, value $5,106,000.
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 66,295 shares
Change vs previous 13F -1,777 shares
0.23% of the 13F portfolio, value $4,745,000.
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).
period ended2021-09-30
13F 68,072 shares
Change vs previous 13F +480 shares
0.24% of the 13F portfolio, value $4,348,000.
13F-HR 0001133197-21-000006 filed by DOWLING & YAHNKE LLC
Filed 2021-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-06-30
13F 67,592 shares
Change vs previous 13F -505 shares
0.25% of the 13F portfolio, value $4,274,000.
13F-HR 0001133197-21-000004 filed by DOWLING & YAHNKE LLC
Filed 2021-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-03-31
13F 68,097 shares
Change vs previous 13F -870 shares
0.3% of the 13F portfolio, value $4,361,000.
13F-HR 0001133197-21-000003 filed by DOWLING & YAHNKE LLC
Filed 2021-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-12-31
13F 68,967 shares
Change vs previous 13F not available
0.31% of the 13F portfolio, value $4,324,000.
13F-HR 0001133197-21-000001 filed by DOWLING & YAHNKE LLC
Filed 2021-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC
Acceptance time not in the bulk data set (spec §4.2).