Skip to content
Disclosery

Occidental Asset Management, LLC: IBM position timeline

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

Occidental Asset Management, LLC held 15,017 IBM 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 15,017 shares
    Change vs previous 13F +1,131 shares

    0.42% of the 13F portfolio, value $4,223,049.

    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 13,886 shares
    Change vs previous 13F +900 shares

    0.4% of the 13F portfolio, value $3,365,784.

    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 12,986 shares
    Change vs previous 13F +382 shares

    0.46% of the 13F portfolio, value $3,846,509.

    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 12,604 shares
    Change vs previous 13F +11,348 shares

    0.45% of the 13F portfolio, value $3,556,258.

    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 1,256 shares
    Change vs previous 13F -186 shares

    0.05% of the 13F portfolio, value $370,133.

    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 1,442 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $358,580.

    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).