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Disclosery

Occidental Asset Management, LLC: CAH position timeline

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

Occidental Asset Management, LLC held 28,593 CAH 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 28,593 shares
    Change vs previous 13F +834 shares

    0.67% of the 13F portfolio, value $6,792,553.

    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 27,759 shares
    Change vs previous 13F -8,410 shares

    0.69% of the 13F portfolio, value $5,865,754.

    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 36,169 shares
    Change vs previous 13F +304 shares

    0.89% of the 13F portfolio, value $7,432,730.

    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 35,865 shares
    Change vs previous 13F +241 shares

    0.71% of the 13F portfolio, value $5,629,370.

    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 35,624 shares
    Change vs previous 13F +11 shares

    0.83% of the 13F portfolio, value $5,984,832.

    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 35,613 shares
    Change vs previous 13F +1,740 shares

    0.74% of the 13F portfolio, value $4,906,403.

    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 33,873 shares
    Change vs previous 13F +3,102 shares

    0.63% of the 13F portfolio, value $4,006,160.

    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 30,771 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $3,400,811.

    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).