Filer Snapshot

DOWLING & YAHNKE LLC

CIK 0001133197. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

36

Latest filing

03 Nov 2022

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q3 2022. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

BSV

$107.51M reported value

Open holding

13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 03 Nov 2022 for CIK 0001133197.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$2.15B

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$2.15B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
BSV VTEB AAPL RS BND
+15 moreVXUS DFAT DFAC VOO DFUS VCSH KO MSFT DFUV JMST VWOB DFAI AMZN VTIP VEU

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

BSV VTEB AAPL RS BND VXUS DFAT DFAC
+12 moreVOO DFUS VCSH KO MSFT DFUV JMST VWOB DFAI AMZN VTIP VEU
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
12265 El Camino Real, Suite 300, San Diego, CA, 92130
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Incorporated in
DE
Fiscal year end
31 December
Former names on EDGAR
DOWLING & YAHNKE INC (to 24 Apr 2013)

Filer intelligence

What SEC filings say about DOWLING & YAHNKE LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $2.15B across 373 reported holdings for Q3 2022.
  • Largest parsed 13F holding: BSV at $107.51M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 373 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q3 2022 - 03 Nov 2022

Top 5 concentration

18%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$384.92M

Compared with $2.15B total 13F value.

Top 5 net change

+$12.54M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: DFAI ยท Largest trim: VTEB

BSV VTEB AAPL RS BND Other holdings

BSV

5%

Vanguard Bd Index Fds

$107.51M

VTEB

3.9%

Vanguard Mun Bd Fds

$83.04M

AAPL

3.3%

Apple Inc

$70.87M

RS

3.1%

Reliance Steel & Aluminum Co

$65.93M

BND

2.7%

Vanguard Bd Index Fds

$57.58M

Latest update

What changed recently for DOWLING & YAHNKE LLC

New filing available

Latest 13F period: Q3 2022. Open the source-backed page to inspect the fresh filing or facts context.

Update date

03 Nov 2022

Page type

Filer profile

Latest period

Q3 2022

Institutional portfolio context was refreshed from a 13F filing filed on 03 Nov 2022.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

DOWLING & YAHNKE LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q3 2022. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001133197 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
36
First seen
13 Feb 2014
Latest filing
03 Nov 2022
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

DOWLING & YAHNKE LLC SEC filings DOWLING & YAHNKE LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 36 SEC filings for DOWLING & YAHNKE LLC.

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13F-HR

13F-HR filing

Filing date
03 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
10 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
04 May 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
10 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
12 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
21 Jul 2021
Reporting date
30 Jun 2021
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
29 Apr 2021
Reporting date
31 Mar 2021
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
28 Jan 2021
Reporting date
31 Dec 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
19 Oct 2020
Reporting date
30 Sep 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
31 Jul 2020
Reporting date
30 Jun 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 May 2020
Reporting date
31 Mar 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
27 Jan 2020
Reporting date
31 Dec 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
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