Skip to content
Disclosery

Occidental Asset Management, LLC: DUK position timeline

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

Occidental Asset Management, LLC held 45,753 DUK 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 45,753 shares
    Change vs previous 13F +2,587 shares

    0.57% of the 13F portfolio, value $5,791,415.

    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 43,166 shares
    Change vs previous 13F +1,556 shares

    0.67% of the 13F portfolio, value $5,652,156.

    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 41,610 shares
    Change vs previous 13F +1,559 shares

    0.59% of the 13F portfolio, value $4,877,108.

    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 40,051 shares
    Change vs previous 13F +120 shares

    0.62% of the 13F portfolio, value $4,956,311.

    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 39,931 shares
    Change vs previous 13F +291 shares

    0.65% of the 13F portfolio, value $4,711,858.

    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 39,640 shares
    Change vs previous 13F +2,675 shares

    0.73% of the 13F portfolio, value $4,834,891.

    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 36,965 shares
    Change vs previous 13F +2,480 shares

    0.62% of the 13F portfolio, value $3,982,609.

    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 34,485 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $3,976,121.

    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).