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Disclosery

Occidental Asset Management, LLC: DGX position timeline

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

Occidental Asset Management, LLC held 28,872 DGX 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 28,872 shares
    Change vs previous 13F +1,180 shares

    0.61% of the 13F portfolio, value $6,119,420.

    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 27,692 shares
    Change vs previous 13F +771 shares

    0.64% of the 13F portfolio, value $5,427,078.

    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 26,921 shares
    Change vs previous 13F +881 shares

    0.56% of the 13F portfolio, value $4,671,601.

    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 26,040 shares
    Change vs previous 13F +275 shares

    0.62% of the 13F portfolio, value $4,962,703.

    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 25,765 shares
    Change vs previous 13F +415 shares

    0.64% of the 13F portfolio, value $4,628,167.

    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 25,350 shares
    Change vs previous 13F +1,011 shares

    0.65% of the 13F portfolio, value $4,289,220.

    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 24,339 shares
    Change vs previous 13F +1,799 shares

    0.57% of the 13F portfolio, value $3,671,782.

    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 22,540 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $3,499,335.

    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).