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Disclosery

Occidental Asset Management, LLC: DDWM position timeline

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

Occidental Asset Management, LLC held 86,100 DDWM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,100 shares
    Change vs previous 13F -1,009 shares

    0.39% of the 13F portfolio, value $3,976,083.

    13F-HR 0001214659-26-009760 filed by Occidental Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 87,109 shares
    Change vs previous 13F -12,836 shares

    0.46% of the 13F portfolio, value $3,842,371.

    13F-HR 0001214659-26-004706 filed by Occidental Asset 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 ended2025-12-31
    13F 99,945 shares
    Change vs previous 13F +278 shares

    0.52% of the 13F portfolio, value $4,351,598.

    13F-HR 0001214659-26-000248 filed by Occidental Asset 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 ended2025-09-30
    13F 99,667 shares
    Change vs previous 13F -1,531 shares

    0.52% of the 13F portfolio, value $4,166,063.

    13F-HR 0001214659-25-015461 filed by Occidental Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 101,198 shares
    Change vs previous 13F -1,599 shares

    0.55% of the 13F portfolio, value $4,013,502.

    13F-HR 0001214659-25-010386 filed by Occidental Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 102,797 shares
    Change vs previous 13F +23,218 shares

    0.57% of the 13F portfolio, value $3,781,917.

    13F-HR 0001214659-25-007758 filed by Occidental Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 79,579 shares
    Change vs previous 13F +5,157 shares

    0.43% of the 13F portfolio, value $2,735,924.

    13F-HR 0001214659-25-000577 filed by Occidental Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 74,422 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,668,778.

    13F-HR 0001214659-24-017492 filed by Occidental Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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