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Disclosery

Occidental Asset Management, LLC: ITW position timeline

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

Occidental Asset Management, LLC held 14,499 ITW 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 14,499 shares
    Change vs previous 13F +829 shares

    0.39% of the 13F portfolio, value $3,921,544.

    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 13,670 shares
    Change vs previous 13F -3,533 shares

    0.42% of the 13F portfolio, value $3,558,164.

    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 17,203 shares
    Change vs previous 13F +904 shares

    0.51% of the 13F portfolio, value $4,237,098.

    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 16,299 shares
    Change vs previous 13F +488 shares

    0.53% of the 13F portfolio, value $4,250,127.

    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 15,811 shares
    Change vs previous 13F +602 shares

    0.54% of the 13F portfolio, value $3,909,269.

    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 15,209 shares
    Change vs previous 13F +1,193 shares

    0.57% of the 13F portfolio, value $3,771,984.

    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 14,016 shares
    Change vs previous 13F +1,257 shares

    0.55% of the 13F portfolio, value $3,553,896.

    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 12,759 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $3,343,751.

    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).