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Disclosery

Occidental Asset Management, LLC: AJG position timeline

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

Occidental Asset Management, LLC held 2,968 AJG 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 2,968 shares
    Change vs previous 13F -72 shares

    0.07% of the 13F portfolio, value $681,364.

    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 3,040 shares
    Change vs previous 13F +80 shares

    0.08% of the 13F portfolio, value $658,403.

    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 2,960 shares
    Change vs previous 13F +32 shares

    0.09% of the 13F portfolio, value $766,018.

    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 2,928 shares
    Change vs previous 13F -7 shares

    0.11% of the 13F portfolio, value $906,919.

    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 2,935 shares
    Change vs previous 13F -10 shares

    0.13% of the 13F portfolio, value $939,552.

    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 2,945 shares
    Change vs previous 13F +28 shares

    0.15% of the 13F portfolio, value $1,016,732.

    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 2,917 shares
    Change vs previous 13F -52 shares

    0.13% of the 13F portfolio, value $827,990.

    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 2,969 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $835,388.

    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).