Occidental Asset Management, LLC: EMCB position timeline

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

Occidental Asset Management, LLC held 176,935 EMCB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 176,935 shares
Change vs previous 13F +6,278 shares
1.16% of the 13F portfolio, value $11,708,971.
13F-HR 0001214659-26-009760 filed by Occidental Asset Management, LLC
Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 170,657 shares
Change vs previous 13F +32,042 shares
1.32% of the 13F portfolio, value $11,180,616.
13F-HR 0001214659-26-004706 filed by Occidental Asset Management, LLC
Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 138,615 shares
Change vs previous 13F +9,903 shares
1.11% of the 13F portfolio, value $9,213,748.
13F-HR 0001214659-26-000248 filed by Occidental Asset Management, LLC
Filed 2026-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 128,712 shares
Change vs previous 13F not available
1.08% of the 13F portfolio, value $8,617,987.
13F-HR 0001214659-25-015461 filed by Occidental Asset Management, LLC
Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).