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Occidental Asset Management, LLC: D position timeline

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

Occidental Asset Management, LLC held 95,500 D 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 95,500 shares
    Change vs previous 13F +4,024 shares

    0.65% of the 13F portfolio, value $6,521,723.

    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 91,476 shares
    Change vs previous 13F +3,119 shares

    0.67% of the 13F portfolio, value $5,655,072.

    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 88,357 shares
    Change vs previous 13F +2,511 shares

    0.62% of the 13F portfolio, value $5,176,861.

    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 85,846 shares
    Change vs previous 13F +935 shares

    0.66% of the 13F portfolio, value $5,251,225.

    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 84,911 shares
    Change vs previous 13F +6,172 shares

    0.66% of the 13F portfolio, value $4,799,181.

    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 78,739 shares
    Change vs previous 13F +4,815 shares

    0.67% of the 13F portfolio, value $4,414,884.

    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 73,924 shares
    Change vs previous 13F +3,948 shares

    0.62% of the 13F portfolio, value $3,981,535.

    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 69,976 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $4,043,913.

    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).