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Disclosery

Occidental Asset Management, LLC: IUSV position timeline

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

Occidental Asset Management, LLC held 11,042 IUSV 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 11,042 shares
    Change vs previous 13F -8,262 shares

    0.12% of the 13F portfolio, value $1,216,276.

    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 19,304 shares
    Change vs previous 13F -58 shares

    0.23% of the 13F portfolio, value $1,973,862.

    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 19,362 shares
    Change vs previous 13F +10,693 shares

    0.24% of the 13F portfolio, value $1,985,379.

    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 8,669 shares
    Change vs previous 13F +23 shares

    0.11% of the 13F portfolio, value $866,467.

    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 8,646 shares
    Change vs previous 13F -9,099 shares

    0.11% of the 13F portfolio, value $818,171.

    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 17,745 shares
    Change vs previous 13F +5,684 shares

    0.25% of the 13F portfolio, value $1,637,686.

    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 12,061 shares
    Change vs previous 13F -7,590 shares

    0.17% of the 13F portfolio, value $1,116,728.

    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 19,651 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,876,474.

    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).