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Disclosery

Occidental Asset Management, LLC: CMI position timeline

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

Occidental Asset Management, LLC held 11,672 CMI 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 11,672 shares
    Change vs previous 13F +160 shares

    0.83% of the 13F portfolio, value $8,324,586.

    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 11,512 shares
    Change vs previous 13F -3,522 shares

    0.73% of the 13F portfolio, value $6,193,686.

    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 15,034 shares
    Change vs previous 13F +228 shares

    0.92% of the 13F portfolio, value $7,674,105.

    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 14,806 shares
    Change vs previous 13F +38 shares

    0.78% of the 13F portfolio, value $6,253,610.

    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 14,768 shares
    Change vs previous 13F +225 shares

    0.67% of the 13F portfolio, value $4,836,520.

    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 14,543 shares
    Change vs previous 13F +680 shares

    0.69% of the 13F portfolio, value $4,558,358.

    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 13,863 shares
    Change vs previous 13F +654 shares

    0.75% of the 13F portfolio, value $4,832,641.

    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 13,209 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $4,276,942.

    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).