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Disclosery

Occidental Asset Management, LLC: META position timeline

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

Occidental Asset Management, LLC held 23,245 META 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 23,245 shares
    Change vs previous 13F +614 shares

    1.3% of the 13F portfolio, value $13,093,514.

    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 22,631 shares
    Change vs previous 13F -185 shares

    1.53% of the 13F portfolio, value $12,947,747.

    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 22,816 shares
    Change vs previous 13F -642 shares

    1.81% of the 13F portfolio, value $15,060,423.

    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 23,458 shares
    Change vs previous 13F -1,502 shares

    2.16% of the 13F portfolio, value $17,226,979.

    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 24,960 shares
    Change vs previous 13F +253 shares

    2.54% of the 13F portfolio, value $18,422,998.

    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 24,707 shares
    Change vs previous 13F +964 shares

    2.15% of the 13F portfolio, value $14,240,317.

    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 23,743 shares
    Change vs previous 13F -386 shares

    2.17% of the 13F portfolio, value $13,901,816.

    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 24,129 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $13,812,431.

    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).