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Occidental Asset Management, LLC: BKR position timeline

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

Occidental Asset Management, LLC held 108,847 BKR 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 108,847 shares
    Change vs previous 13F +3,553 shares

    0.6% of the 13F portfolio, value $6,041,009.

    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 105,294 shares
    Change vs previous 13F +3,027 shares

    0.76% of the 13F portfolio, value $6,428,199.

    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 102,267 shares
    Change vs previous 13F +5,313 shares

    0.56% of the 13F portfolio, value $4,657,239.

    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 96,954 shares
    Change vs previous 13F +3,746 shares

    0.59% of the 13F portfolio, value $4,723,599.

    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 93,208 shares
    Change vs previous 13F +3,800 shares

    0.49% of the 13F portfolio, value $3,573,595.

    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 89,408 shares
    Change vs previous 13F +5,292 shares

    0.59% of the 13F portfolio, value $3,929,482.

    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 84,116 shares
    Change vs previous 13F +20,683 shares

    0.54% of the 13F portfolio, value $3,450,438.

    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 63,433 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,293,103.

    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).