Skip to content
Disclosery

Occidental Asset Management, LLC: MU position timeline

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

Occidental Asset Management, LLC held 6,534 MU 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 6,534 shares
    Change vs previous 13F -53 shares

    0.75% of the 13F portfolio, value $7,542,118.

    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 6,587 shares
    Change vs previous 13F +114 shares

    0.26% of the 13F portfolio, value $2,225,429.

    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 6,473 shares
    Change vs previous 13F +79 shares

    0.22% of the 13F portfolio, value $1,847,586.

    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 6,394 shares
    Change vs previous 13F +6 shares

    0.13% of the 13F portfolio, value $1,069,869.

    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 6,388 shares
    Change vs previous 13F +715 shares

    0.11% of the 13F portfolio, value $787,290.

    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 5,673 shares
    Change vs previous 13F +1,555 shares

    0.07% of the 13F portfolio, value $492,953.

    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 4,118 shares
    Change vs previous 13F +158 shares

    0.05% of the 13F portfolio, value $346,571.

    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 3,960 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $410,692.

    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).