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Disclosery

Occidental Asset Management, LLC: IWO position timeline

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

Occidental Asset Management, LLC held 20,235 IWO 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 20,235 shares
    Change vs previous 13F -121 shares

    0.79% of the 13F portfolio, value $7,971,753.

    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 20,356 shares
    Change vs previous 13F -1,502 shares

    0.76% of the 13F portfolio, value $6,387,977.

    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 21,858 shares
    Change vs previous 13F +393 shares

    0.85% of the 13F portfolio, value $7,060,391.

    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 21,465 shares
    Change vs previous 13F +1,464 shares

    0.86% of the 13F portfolio, value $6,869,782.

    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 20,001 shares
    Change vs previous 13F -253 shares

    0.79% of the 13F portfolio, value $5,717,623.

    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 20,254 shares
    Change vs previous 13F -54 shares

    0.78% of the 13F portfolio, value $5,175,551.

    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 20,308 shares
    Change vs previous 13F -568 shares

    0.91% of the 13F portfolio, value $5,844,994.

    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 20,876 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $5,928,750.

    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).