DOWLING & YAHNKE LLC: XYZ position timeline

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

DOWLING & YAHNKE LLC held 0 XYZ shares at 2022-06-30 per its 13F-HR filed 2022-08-10.

the latest 13F is the newest step

period ended2022-06-30
13F 0 shares
Change vs previous 13F -2,289 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2022-03-31
13F 2,289 shares
Change vs previous 13F +242 shares
0.01% of the 13F portfolio, value $310,000.
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 2,047 shares
Change vs previous 13F +70 shares
0.02% of the 13F portfolio, value $331,000.
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 1,977 shares
Change vs previous 13F +102 shares
0.03% of the 13F portfolio, value $474,000.
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 1,875 shares
Change vs previous 13F +605 shares
0.03% of the 13F portfolio, value $457,000.
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 1,270 shares
Change vs previous 13F +20 shares
0.02% of the 13F portfolio, value $288,000.
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 1,250 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $272,000.
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).