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Disclosery

Occidental Asset Management, LLC: MDYV position timeline

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

Occidental Asset Management, LLC held 36,638 MDYV 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 36,638 shares
    Change vs previous 13F +1,259 shares

    0.35% of the 13F portfolio, value $3,475,132.

    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 35,379 shares
    Change vs previous 13F +870 shares

    0.36% of the 13F portfolio, value $3,012,483.

    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 34,509 shares
    Change vs previous 13F -779 shares

    0.35% of the 13F portfolio, value $2,921,220.

    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 35,288 shares
    Change vs previous 13F +1,475 shares

    0.37% of the 13F portfolio, value $2,943,390.

    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 33,813 shares
    Change vs previous 13F +1,881 shares

    0.37% of the 13F portfolio, value $2,685,768.

    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 31,932 shares
    Change vs previous 13F +1,068 shares

    0.37% of the 13F portfolio, value $2,460,346.

    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 30,864 shares
    Change vs previous 13F +5,171 shares

    0.39% of the 13F portfolio, value $2,475,267.

    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 25,693 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,041,602.

    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).