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Occidental Asset Management, LLC: BNDC position timeline

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

Occidental Asset Management, LLC held 903,142 BNDC 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 903,142 shares
    Change vs previous 13F +21,985 shares

    1.98% of the 13F portfolio, value $19,953,662.

    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 881,157 shares
    Change vs previous 13F +45,580 shares

    2.32% of the 13F portfolio, value $19,596,050.

    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 835,577 shares
    Change vs previous 13F +29,436 shares

    2.25% of the 13F portfolio, value $18,687,519.

    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 806,141 shares
    Change vs previous 13F +26,667 shares

    2.28% of the 13F portfolio, value $18,134,145.

    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 779,474 shares
    Change vs previous 13F +12,773 shares

    2.4% of the 13F portfolio, value $17,355,224.

    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 766,701 shares
    Change vs previous 13F +7,963 shares

    2.57% of the 13F portfolio, value $17,029,201.

    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 758,738 shares
    Change vs previous 13F +35,284 shares

    2.57% of the 13F portfolio, value $16,491,165.

    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 723,454 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $16,485,785.

    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).