Skip to content
Disclosery

Occidental Asset Management, LLC: IAGG position timeline

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

Occidental Asset Management, LLC held 274,800 IAGG 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 274,800 shares
    Change vs previous 13F +6,754 shares

    1.38% of the 13F portfolio, value $13,904,877.

    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 268,046 shares
    Change vs previous 13F +42,427 shares

    1.59% of the 13F portfolio, value $13,413,016.

    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 225,619 shares
    Change vs previous 13F +13,637 shares

    1.36% of the 13F portfolio, value $11,283,204.

    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 211,982 shares
    Change vs previous 13F +12,504 shares

    1.36% of the 13F portfolio, value $10,859,833.

    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 199,478 shares
    Change vs previous 13F +2,181 shares

    1.41% of the 13F portfolio, value $10,191,326.

    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 197,297 shares
    Change vs previous 13F +4,271 shares

    1.49% of the 13F portfolio, value $9,862,872.

    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 193,026 shares
    Change vs previous 13F +6,725 shares

    1.5% of the 13F portfolio, value $9,635,853.

    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 186,301 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $9,654,114.

    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).