Skip to content
Disclosery

Occidental Asset Management, LLC: IWF position timeline

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

Occidental Asset Management, LLC held 140,957 IWF 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 140,957 shares
    Change vs previous 13F +105,298 shares

    1.74% of the 13F portfolio, value $17,502,687.

    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 35,659 shares
    Change vs previous 13F -6,784 shares

    1.8% of the 13F portfolio, value $15,205,102.

    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 42,443 shares
    Change vs previous 13F -56 shares

    2.41% of the 13F portfolio, value $20,088,318.

    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 42,499 shares
    Change vs previous 13F +150 shares

    2.5% of the 13F portfolio, value $19,907,062.

    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 42,349 shares
    Change vs previous 13F -552 shares

    2.48% of the 13F portfolio, value $17,980,644.

    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 42,901 shares
    Change vs previous 13F -284 shares

    2.34% of the 13F portfolio, value $15,490,997.

    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 43,185 shares
    Change vs previous 13F -2,225 shares

    2.71% of the 13F portfolio, value $17,342,259.

    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 45,410 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $17,046,190.

    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).