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Disclosery

Occidental Asset Management, LLC: IBHF position timeline

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

Occidental Asset Management, LLC held 22,942 IBHF 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 22,942 shares
    Change vs previous 13F +1,903 shares

    0.05% of the 13F portfolio, value $519,631.

    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 21,039 shares
    Change vs previous 13F +2,605 shares

    0.06% of the 13F portfolio, value $482,847.

    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 18,434 shares
    Change vs previous 13F +6,894 shares

    0.05% of the 13F portfolio, value $425,449.

    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 11,540 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $269,921.

    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 11,540 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $268,074.

    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 11,540 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $267,959.

    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).