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Disclosery

Occidental Asset Management, LLC: EMB position timeline

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

Occidental Asset Management, LLC held 136,126 EMB 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 136,126 shares
    Change vs previous 13F +3,755 shares

    1.3% of the 13F portfolio, value $13,128,035.

    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 132,371 shares
    Change vs previous 13F +18,834 shares

    1.47% of the 13F portfolio, value $12,433,610.

    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 113,537 shares
    Change vs previous 13F +6,991 shares

    1.31% of the 13F portfolio, value $10,931,329.

    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 106,546 shares
    Change vs previous 13F -2,687 shares

    1.27% of the 13F portfolio, value $10,142,138.

    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 109,233 shares
    Change vs previous 13F +9,636 shares

    1.4% of the 13F portfolio, value $10,117,161.

    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 99,597 shares
    Change vs previous 13F -2,054 shares

    1.36% of the 13F portfolio, value $9,022,469.

    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 101,651 shares
    Change vs previous 13F +9,463 shares

    1.41% of the 13F portfolio, value $9,051,022.

    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 92,188 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $8,626,913.

    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).