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Disclosery

Occidental Asset Management, LLC: HSY position timeline

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

Occidental Asset Management, LLC held 24,116 HSY 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 24,116 shares
    Change vs previous 13F +3,264 shares

    0.42% of the 13F portfolio, value $4,231,152.

    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 20,852 shares
    Change vs previous 13F +1,465 shares

    0.51% of the 13F portfolio, value $4,334,922.

    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 19,387 shares
    Change vs previous 13F +1,234 shares

    0.42% of the 13F portfolio, value $3,528,046.

    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 18,153 shares
    Change vs previous 13F +1,378 shares

    0.43% of the 13F portfolio, value $3,395,519.

    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 16,775 shares
    Change vs previous 13F +2,519 shares

    0.38% of the 13F portfolio, value $2,783,811.

    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 14,256 shares
    Change vs previous 13F +12,902 shares

    0.37% of the 13F portfolio, value $2,438,204.

    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 1,354 shares
    Change vs previous 13F -150 shares

    0.04% of the 13F portfolio, value $229,300.

    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 1,504 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $288,437.

    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).