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Disclosery

Occidental Asset Management, LLC: DGS position timeline

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

Occidental Asset Management, LLC held 46,063 DGS 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 46,063 shares
    Change vs previous 13F -274 shares

    0.3% of the 13F portfolio, value $2,980,745.

    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 46,337 shares
    Change vs previous 13F +4,463 shares

    0.33% of the 13F portfolio, value $2,784,867.

    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 41,874 shares
    Change vs previous 13F +436 shares

    0.29% of the 13F portfolio, value $2,396,894.

    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 41,438 shares
    Change vs previous 13F -593 shares

    0.3% of the 13F portfolio, value $2,366,123.

    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 42,031 shares
    Change vs previous 13F -679 shares

    0.32% of the 13F portfolio, value $2,321,790.

    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 42,710 shares
    Change vs previous 13F +15,002 shares

    0.31% of the 13F portfolio, value $2,063,344.

    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 27,708 shares
    Change vs previous 13F +3,009 shares

    0.21% of the 13F portfolio, value $1,355,472.

    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 24,699 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,326,319.

    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).