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Disclosery

Occidental Asset Management, LLC: MMU position timeline

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

Occidental Asset Management, LLC held 13,393 MMU 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 13,393 shares
    Change vs previous 13F +660 shares

    0.01% of the 13F portfolio, value $139,555.

    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 12,733 shares
    Change vs previous 13F +789 shares

    0.02% of the 13F portfolio, value $130,895.

    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 11,944 shares
    Change vs previous 13F +893 shares

    0.01% of the 13F portfolio, value $124,695.

    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 11,051 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $114,267.

    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 11,051 shares
    Change vs previous 13F -52 shares

    0.02% of the 13F portfolio, value $109,405.

    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 11,103 shares
    Change vs previous 13F +787 shares

    0.02% of the 13F portfolio, value $114,250.

    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 10,316 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $105,223.

    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).