Occidental Asset Management, LLC: DDTN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Occidental Asset Management, LLC on DDTN, newest first. How the timeline and the estimate are built.
Occidental Asset Management, LLC held 15,700 DDTN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 15,700 sharesChange vs previous 13F +1,250 shares
0.03% of the 13F portfolio, value $320,140.
13F-HR 0001214659-26-009760 filed by Occidental Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,450 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $270,555.
13F-HR 0001214659-26-004706 filed by Occidental Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).