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Disclosery

Occidental Asset Management, LLC: CRM position timeline

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

Occidental Asset Management, LLC held 31,961 CRM 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 31,961 shares
    Change vs previous 13F +2,878 shares

    0.5% of the 13F portfolio, value $5,007,033.

    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 29,083 shares
    Change vs previous 13F +1,891 shares

    0.64% of the 13F portfolio, value $5,428,946.

    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 27,192 shares
    Change vs previous 13F +1,484 shares

    0.87% of the 13F portfolio, value $7,203,516.

    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 25,708 shares
    Change vs previous 13F +11,462 shares

    0.76% of the 13F portfolio, value $6,092,858.

    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 14,246 shares
    Change vs previous 13F +2,395 shares

    0.54% of the 13F portfolio, value $3,884,761.

    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 11,851 shares
    Change vs previous 13F +691 shares

    0.48% of the 13F portfolio, value $3,180,349.

    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 11,160 shares
    Change vs previous 13F +6,638 shares

    0.58% of the 13F portfolio, value $3,731,137.

    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 4,522 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,237,725.

    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).