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Disclosery

Occidental Asset Management, LLC: DGRE position timeline

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

Occidental Asset Management, LLC held 82,855 DGRE 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 82,855 shares
    Change vs previous 13F -882 shares

    0.34% of the 13F portfolio, value $3,384,647.

    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 83,737 shares
    Change vs previous 13F +1,273 shares

    0.33% of the 13F portfolio, value $2,773,604.

    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 82,464 shares
    Change vs previous 13F +477 shares

    0.31% of the 13F portfolio, value $2,581,830.

    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 81,987 shares
    Change vs previous 13F -349 shares

    0.3% of the 13F portfolio, value $2,351,385.

    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 82,336 shares
    Change vs previous 13F -1,476 shares

    0.31% of the 13F portfolio, value $2,269,999.

    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 83,812 shares
    Change vs previous 13F +26,556 shares

    0.31% of the 13F portfolio, value $2,037,476.

    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 57,256 shares
    Change vs previous 13F +3,455 shares

    0.22% of the 13F portfolio, value $1,432,556.

    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 53,801 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,492,988.

    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).