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Disclosery

Occidental Asset Management, LLC: DLR position timeline

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

Occidental Asset Management, LLC held 19,247 DLR 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 19,247 shares
    Change vs previous 13F +1,610 shares

    0.34% of the 13F portfolio, value $3,456,376.

    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 17,637 shares
    Change vs previous 13F +1,075 shares

    0.38% of the 13F portfolio, value $3,178,364.

    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 16,562 shares
    Change vs previous 13F +1,340 shares

    0.31% of the 13F portfolio, value $2,562,307.

    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 15,222 shares
    Change vs previous 13F +1,038 shares

    0.33% of the 13F portfolio, value $2,631,579.

    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 14,184 shares
    Change vs previous 13F +629 shares

    0.34% of the 13F portfolio, value $2,472,697.

    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 13,555 shares
    Change vs previous 13F +1,577 shares

    0.29% of the 13F portfolio, value $1,942,296.

    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 11,978 shares
    Change vs previous 13F +750 shares

    0.33% of the 13F portfolio, value $2,124,059.

    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 11,228 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,817,027.

    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).