Skip to content
Disclosery

MinichMacGregor Wealth Management, LLC: OCCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MinichMacGregor Wealth Management, LLC on OCCI, newest first. How the timeline and the estimate are built.

MinichMacGregor Wealth Management, LLC held 0 OCCI shares at 2026-03-31 per its 13F-HR filed 2026-04-20.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -11,635 shares

    13F-HR 0001172661-26-001514 filed by MinichMacGregor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 11,635 shares
    Change vs previous 13F -118 shares

    0.01% of the 13F portfolio, value $56,314.

    13F-HR 0001172661-26-000974 filed by MinichMacGregor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 11,753 shares
    Change vs previous 13F +14 shares

    0.01% of the 13F portfolio, value $63,584.

    13F-HR 0001172661-25-004469 filed by MinichMacGregor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 11,739 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $73,136.

    13F-HR 0001172661-25-002620 filed by MinichMacGregor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).