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Disclosery

Occidental Asset Management, LLC: CB position timeline

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

Occidental Asset Management, LLC held 12,665 CB 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 12,665 shares
    Change vs previous 13F +608 shares

    0.43% of the 13F portfolio, value $4,315,472.

    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 12,057 shares
    Change vs previous 13F -3,199 shares

    0.47% of the 13F portfolio, value $3,929,738.

    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 15,256 shares
    Change vs previous 13F +700 shares

    0.57% of the 13F portfolio, value $4,761,703.

    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 14,556 shares
    Change vs previous 13F +807 shares

    0.52% of the 13F portfolio, value $4,108,431.

    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 13,749 shares
    Change vs previous 13F +357 shares

    0.55% of the 13F portfolio, value $3,983,360.

    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 13,392 shares
    Change vs previous 13F +1,031 shares

    0.61% of the 13F portfolio, value $4,044,250.

    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 12,361 shares
    Change vs previous 13F +1,019 shares

    0.53% of the 13F portfolio, value $3,415,344.

    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 11,342 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $3,270,919.

    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).