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Disclosery

Occidental Asset Management, LLC: IWS position timeline

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

Occidental Asset Management, LLC held 92,587 IWS 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 92,587 shares
    Change vs previous 13F -906 shares

    1.51% of the 13F portfolio, value $15,239,841.

    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 93,493 shares
    Change vs previous 13F +2,206 shares

    1.61% of the 13F portfolio, value $13,625,655.

    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 91,287 shares
    Change vs previous 13F +413 shares

    1.55% of the 13F portfolio, value $12,876,080.

    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 90,874 shares
    Change vs previous 13F -1,626 shares

    1.59% of the 13F portfolio, value $12,692,311.

    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 92,500 shares
    Change vs previous 13F +682 shares

    1.69% of the 13F portfolio, value $12,222,988.

    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 91,818 shares
    Change vs previous 13F -98 shares

    1.75% of the 13F portfolio, value $11,566,339.

    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 91,916 shares
    Change vs previous 13F +3,889 shares

    1.86% of the 13F portfolio, value $11,888,461.

    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 88,027 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $11,641,536.

    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).