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Disclosery

Occidental Asset Management, LLC: FBND position timeline

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

Occidental Asset Management, LLC held 430,900 FBND 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 430,900 shares
    Change vs previous 13F +9,767 shares

    1.95% of the 13F portfolio, value $19,601,641.

    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 421,133 shares
    Change vs previous 13F +26,099 shares

    2.28% of the 13F portfolio, value $19,212,087.

    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 395,034 shares
    Change vs previous 13F +13,210 shares

    2.19% of the 13F portfolio, value $18,187,365.

    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 381,824 shares
    Change vs previous 13F +15,747 shares

    2.22% of the 13F portfolio, value $17,655,542.

    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 366,077 shares
    Change vs previous 13F +4,475 shares

    2.31% of the 13F portfolio, value $16,748,023.

    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 361,602 shares
    Change vs previous 13F +3,958 shares

    2.49% of the 13F portfolio, value $16,507,131.

    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 357,644 shares
    Change vs previous 13F +13,239 shares

    2.5% of the 13F portfolio, value $16,047,486.

    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 344,405 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $16,097,490.

    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).