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Disclosery

Occidental Asset Management, LLC: GOVT position timeline

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

Occidental Asset Management, LLC held 0 GOVT shares at 2025-09-30 per its 13F-HR filed 2025-10-29.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -14,019 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 14,019 shares
    Change vs previous 13F -572,231 shares

    0.04% of the 13F portfolio, value $322,157.

    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).

  3. period ended2025-03-31
    13F 586,250 shares
    Change vs previous 13F +4,615 shares

    2.03% of the 13F portfolio, value $13,474,958.

    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).

  4. period ended2024-12-31
    13F 581,635 shares
    Change vs previous 13F +17,514 shares

    2.09% of the 13F portfolio, value $13,365,972.

    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).

  5. period ended2024-09-30
    13F 564,121 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $13,228,637.

    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).