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Disclosery

Occidental Asset Management, LLC: IWP position timeline

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

Occidental Asset Management, LLC held 80,054 IWP 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 80,054 shares
    Change vs previous 13F -746 shares

    1.16% of the 13F portfolio, value $11,720,732.

    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 80,800 shares
    Change vs previous 13F -8,935 shares

    1.23% of the 13F portfolio, value $10,352,037.

    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 89,735 shares
    Change vs previous 13F +719 shares

    1.48% of the 13F portfolio, value $12,288,340.

    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 89,016 shares
    Change vs previous 13F -1,510 shares

    1.59% of the 13F portfolio, value $12,676,814.

    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 90,526 shares
    Change vs previous 13F -1,286 shares

    1.73% of the 13F portfolio, value $12,554,101.

    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 91,812 shares
    Change vs previous 13F -626 shares

    1.63% of the 13F portfolio, value $10,786,981.

    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 92,438 shares
    Change vs previous 13F -937 shares

    1.83% of the 13F portfolio, value $11,716,551.

    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 93,375 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $10,951,900.

    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).