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Disclosery

Occidental Asset Management, LLC: BR position timeline

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

Occidental Asset Management, LLC held 25,562 BR 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 25,562 shares
    Change vs previous 13F +2,191 shares

    0.35% of the 13F portfolio, value $3,500,716.

    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 23,371 shares
    Change vs previous 13F +1,578 shares

    0.45% of the 13F portfolio, value $3,797,320.

    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 21,793 shares
    Change vs previous 13F +911 shares

    0.58% of the 13F portfolio, value $4,863,544.

    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 20,882 shares
    Change vs previous 13F +230 shares

    0.62% of the 13F portfolio, value $4,973,466.

    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 20,652 shares
    Change vs previous 13F +199 shares

    0.69% of the 13F portfolio, value $5,019,055.

    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 20,453 shares
    Change vs previous 13F +1,177 shares

    0.75% of the 13F portfolio, value $4,959,034.

    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 19,276 shares
    Change vs previous 13F +1,223 shares

    0.68% of the 13F portfolio, value $4,358,111.

    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 18,053 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $3,881,936.

    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).