Current Market Value 2,148,167,000
Current Holdings 373
Most Recent File Date 2022-11-03
Total Filings on Record 38
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Dowling & Yahnke Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2022-11-03 2022-09-30 13F-HR 373 2,148,167
2022-08-10 2022-06-30 13F-HR 374 2,126,267
2022-05-04 2022-03-31 13F-HR 375 2,301,260
2022-02-10 2021-12-31 13F-HR 377 2,079,377
2021-11-12 2021-09-30 13F-HR 372 1,806,753
2021-07-21 2021-06-30 13F-HR 367 1,740,223
2021-04-29 2021-03-31 13F-HR 337 1,464,115
2021-01-28 2020-12-31 13F-HR 328 1,403,630
2020-10-19 2020-09-30 13F-HR 307 1,246,048
2020-07-31 2020-06-30 13F-HR 300 1,192,131
2020-05-15 2020-03-31 13F-HR 291 1,038,139
2020-01-27 2019-12-31 13F-HR 382 1,302,799
2019-10-28 2019-09-30 13F-HR 305 1,209,492
2019-07-22 2019-06-30 13F-HR 294 1,207,058
2019-04-30 2019-03-31 13F-HR 256 1,040,711
2019-01-24 2018-12-31 13F-HR 248 965,327
2018-10-30 2018-09-30 13F-HR 282 1,145,767
2018-07-30 2018-06-30 13F-HR 275 1,076,438
2018-05-01 2018-03-31 13F-HR 281 1,067,654
2018-02-02 2017-12-31 13F-HR 291 1,106,474
2017-11-08 2017-09-30 13F-HR 285 985,173
2017-08-03 2017-06-30 13F-HR 281 949,315
2017-04-27 2017-03-31 13F-HR 281 938,660
2017-01-26 2016-12-31 13F-HR 269 894,213
2016-10-20 2016-09-30 13F-HR 268 855,257
2016-07-20 2016-06-30 13F-HR 271 832,952
2016-04-28 2016-03-31 13F-HR 261 809,969
2016-01-29 2015-12-31 13F-HR 257 795,188
2015-10-27 2015-09-30 13F-HR 260 734,433
2015-07-22 2015-06-30 13F-HR 265 794,811
2015-04-10 2015-03-31 13F-HR 257 799,814
2015-01-23 2014-12-31 13F-HR 262 803,298
2014-10-22 2014-09-30 13F-HR 259 759,602
2014-08-15 2014-06-30 13F-HR 273 774,387
2014-05-06 2014-03-31 13F-HR 277 759,097
2014-02-13 2013-12-31 13F-HR 253 711,340
2013-11-12 2013-09-30 13F-HR 239 638,224
2013-08-02 2013-06-30 13F-HR 233 600,713