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Occidental Asset Management, LLC: MDYG position timeline

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

Occidental Asset Management, LLC held 33,166 MDYG 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 33,166 shares
    Change vs previous 13F +873 shares

    0.37% of the 13F portfolio, value $3,717,588.

    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 32,293 shares
    Change vs previous 13F +877 shares

    0.37% of the 13F portfolio, value $3,098,828.

    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 31,416 shares
    Change vs previous 13F -868 shares

    0.35% of the 13F portfolio, value $2,903,769.

    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 32,284 shares
    Change vs previous 13F +1,291 shares

    0.37% of the 13F portfolio, value $2,955,905.

    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 30,993 shares
    Change vs previous 13F +1,638 shares

    0.37% of the 13F portfolio, value $2,692,339.

    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 29,355 shares
    Change vs previous 13F +991 shares

    0.35% of the 13F portfolio, value $2,332,521.

    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 28,364 shares
    Change vs previous 13F +5,513 shares

    0.38% of the 13F portfolio, value $2,464,513.

    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 22,851 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,004,904.

    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).