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Occidental Asset Management, LLC: IMTM position timeline

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

Occidental Asset Management, LLC held 128,611 IMTM 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 128,611 shares
    Change vs previous 13F +7,333 shares

    0.68% of the 13F portfolio, value $6,858,825.

    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 121,278 shares
    Change vs previous 13F +27,145 shares

    0.69% of the 13F portfolio, value $5,823,770.

    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 94,133 shares
    Change vs previous 13F +2,095 shares

    0.54% of the 13F portfolio, value $4,515,560.

    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 92,038 shares
    Change vs previous 13F +294 shares

    0.55% of the 13F portfolio, value $4,406,779.

    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 91,744 shares
    Change vs previous 13F -1,252 shares

    0.58% of the 13F portfolio, value $4,191,783.

    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 92,996 shares
    Change vs previous 13F +22,199 shares

    0.56% of the 13F portfolio, value $3,714,260.

    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 70,797 shares
    Change vs previous 13F +1,398 shares

    0.41% of the 13F portfolio, value $2,647,808.

    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 69,399 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,802,326.

    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).