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Occidental Asset Management, LLC: AAPL position timeline

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

Occidental Asset Management, LLC held 183,367 AAPL 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 183,367 shares
    Change vs previous 13F +2,638 shares

    5.27% of the 13F portfolio, value $53,059,132.

    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 180,729 shares
    Change vs previous 13F +2,506 shares

    5.43% of the 13F portfolio, value $45,867,120.

    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 178,223 shares
    Change vs previous 13F +14,623 shares

    5.82% of the 13F portfolio, value $48,451,735.

    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 163,600 shares
    Change vs previous 13F +5,326 shares

    5.23% of the 13F portfolio, value $41,657,539.

    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 158,274 shares
    Change vs previous 13F +1,507 shares

    4.48% of the 13F portfolio, value $32,472,986.

    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 156,767 shares
    Change vs previous 13F +8,683 shares

    5.26% of the 13F portfolio, value $34,822,653.

    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 148,084 shares
    Change vs previous 13F +1,783 shares

    5.79% of the 13F portfolio, value $37,083,275.

    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 146,301 shares
    Change vs previous 13F not available

    5.5% of the 13F portfolio, value $34,088,103.

    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).