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Disclosery

Occidental Asset Management, LLC: COR position timeline

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

Occidental Asset Management, LLC held 20,097 COR 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 20,097 shares
    Change vs previous 13F +740 shares

    0.56% of the 13F portfolio, value $5,687,048.

    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 19,357 shares
    Change vs previous 13F +285 shares

    0.72% of the 13F portfolio, value $6,080,807.

    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 19,072 shares
    Change vs previous 13F +313 shares

    0.77% of the 13F portfolio, value $6,441,567.

    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 18,759 shares
    Change vs previous 13F +217 shares

    0.74% of the 13F portfolio, value $5,862,750.

    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 18,542 shares
    Change vs previous 13F +121 shares

    0.77% of the 13F portfolio, value $5,559,818.

    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 18,421 shares
    Change vs previous 13F +948 shares

    0.77% of the 13F portfolio, value $5,122,695.

    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 17,473 shares
    Change vs previous 13F +1,280 shares

    0.61% of the 13F portfolio, value $3,925,833.

    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 16,193 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $3,644,720.

    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).