Skip to content
Disclosery

Occidental Asset Management, LLC: FNDE position timeline

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

Occidental Asset Management, LLC held 50,004 FNDE 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 50,004 shares
    Change vs previous 13F -757 shares

    0.2% of the 13F portfolio, value $1,984,147.

    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 50,761 shares
    Change vs previous 13F +1,118 shares

    0.23% of the 13F portfolio, value $1,942,108.

    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 49,643 shares
    Change vs previous 13F -198 shares

    0.22% of the 13F portfolio, value $1,790,119.

    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 49,841 shares
    Change vs previous 13F +771 shares

    0.23% of the 13F portfolio, value $1,802,251.

    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 49,070 shares
    Change vs previous 13F -523 shares

    0.22% of the 13F portfolio, value $1,619,787.

    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 49,593 shares
    Change vs previous 13F +133 shares

    0.23% of the 13F portfolio, value $1,527,459.

    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 49,460 shares
    Change vs previous 13F +268 shares

    0.22% of the 13F portfolio, value $1,436,808.

    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 49,192 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,587,411.

    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).