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Disclosery

Occidental Asset Management, LLC: BRO position timeline

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

Occidental Asset Management, LLC held 9,755 BRO 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 9,755 shares
    Change vs previous 13F +207 shares

    0.06% of the 13F portfolio, value $625,783.

    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 9,548 shares
    Change vs previous 13F -43 shares

    0.07% of the 13F portfolio, value $622,625.

    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 9,591 shares
    Change vs previous 13F -1,547 shares

    0.09% of the 13F portfolio, value $764,403.

    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 11,138 shares
    Change vs previous 13F +1,663 shares

    0.13% of the 13F portfolio, value $1,044,633.

    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 9,475 shares
    Change vs previous 13F -59 shares

    0.14% of the 13F portfolio, value $1,050,493.

    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 9,534 shares
    Change vs previous 13F +1,600 shares

    0.18% of the 13F portfolio, value $1,186,030.

    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 7,934 shares
    Change vs previous 13F -126 shares

    0.13% of the 13F portfolio, value $809,427.

    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 8,060 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $835,016.

    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).