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Disclosery

Occidental Asset Management, LLC: AMAT position timeline

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

Occidental Asset Management, LLC held 11,846 AMAT 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 11,846 shares
    Change vs previous 13F +11,035 shares

    0.85% of the 13F portfolio, value $8,564,346.

    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 811 shares
    Change vs previous 13F -25,112 shares

    0.03% of the 13F portfolio, value $277,044.

    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 25,923 shares
    Change vs previous 13F +364 shares

    0.8% of the 13F portfolio, value $6,661,841.

    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 25,559 shares
    Change vs previous 13F +807 shares

    0.66% of the 13F portfolio, value $5,232,913.

    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 24,752 shares
    Change vs previous 13F +624 shares

    0.63% of the 13F portfolio, value $4,531,315.

    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 24,128 shares
    Change vs previous 13F +2,043 shares

    0.53% of the 13F portfolio, value $3,501,429.

    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 22,085 shares
    Change vs previous 13F +1,190 shares

    0.56% of the 13F portfolio, value $3,591,613.

    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 20,895 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $4,221,748.

    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).