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Disclosery

Occidental Asset Management, LLC: J position timeline

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

Occidental Asset Management, LLC held 34,914 J 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 34,914 shares
    Change vs previous 13F +2,490 shares

    0.44% of the 13F portfolio, value $4,399,164.

    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 32,424 shares
    Change vs previous 13F +1,686 shares

    0.49% of the 13F portfolio, value $4,126,927.

    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 30,738 shares
    Change vs previous 13F +1,419 shares

    0.49% of the 13F portfolio, value $4,071,555.

    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 29,319 shares
    Change vs previous 13F +862 shares

    0.55% of the 13F portfolio, value $4,393,745.

    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 28,457 shares
    Change vs previous 13F +998 shares

    0.52% of the 13F portfolio, value $3,740,673.

    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 27,459 shares
    Change vs previous 13F +2,414 shares

    0.5% of the 13F portfolio, value $3,319,519.

    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 25,045 shares
    Change vs previous 13F +2,619 shares

    0.52% of the 13F portfolio, value $3,346,513.

    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 22,426 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,935,563.

    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).