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Disclosery

Occidental Asset Management, LLC: EMR position timeline

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

Occidental Asset Management, LLC held 32,732 EMR 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 32,732 shares
    Change vs previous 13F +1,575 shares

    0.47% of the 13F portfolio, value $4,685,586.

    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 31,157 shares
    Change vs previous 13F -8,863 shares

    0.48% of the 13F portfolio, value $4,082,190.

    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 40,020 shares
    Change vs previous 13F +1,481 shares

    0.64% of the 13F portfolio, value $5,311,454.

    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 38,539 shares
    Change vs previous 13F +243 shares

    0.63% of the 13F portfolio, value $5,055,546.

    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 38,296 shares
    Change vs previous 13F +835 shares

    0.7% of the 13F portfolio, value $5,106,006.

    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 37,461 shares
    Change vs previous 13F +1,946 shares

    0.62% of the 13F portfolio, value $4,107,224.

    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 35,515 shares
    Change vs previous 13F +2,310 shares

    0.69% of the 13F portfolio, value $4,401,374.

    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 33,205 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $3,631,631.

    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).