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Disclosery

Occidental Asset Management, LLC: HD position timeline

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

Occidental Asset Management, LLC held 17,041 HD 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 17,041 shares
    Change vs previous 13F +618 shares

    0.6% of the 13F portfolio, value $6,009,885.

    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 16,423 shares
    Change vs previous 13F +1,116 shares

    0.64% of the 13F portfolio, value $5,401,469.

    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 15,307 shares
    Change vs previous 13F +169 shares

    0.63% of the 13F portfolio, value $5,267,072.

    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 15,138 shares
    Change vs previous 13F -257 shares

    0.77% of the 13F portfolio, value $6,133,857.

    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 15,395 shares
    Change vs previous 13F +430 shares

    0.78% of the 13F portfolio, value $5,644,470.

    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 14,965 shares
    Change vs previous 13F +279 shares

    0.83% of the 13F portfolio, value $5,484,529.

    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 14,686 shares
    Change vs previous 13F +612 shares

    0.89% of the 13F portfolio, value $5,712,866.

    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 14,074 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $5,702,913.

    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).