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Disclosery

Occidental Asset Management, LLC: MRSH position timeline

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

Occidental Asset Management, LLC held 26,750 MRSH 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 26,750 shares
    Change vs previous 13F +945 shares

    0.44% of the 13F portfolio, value $4,458,422.

    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 25,805 shares
    Change vs previous 13F +2,627 shares

    0.53% of the 13F portfolio, value $4,475,877.

    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 23,178 shares
    Change vs previous 13F +1,572 shares

    0.52% of the 13F portfolio, value $4,299,982.

    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 21,606 shares
    Change vs previous 13F +831 shares

    0.55% of the 13F portfolio, value $4,354,257.

    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 20,775 shares
    Change vs previous 13F +303 shares

    0.63% of the 13F portfolio, value $4,542,246.

    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 20,472 shares
    Change vs previous 13F +1,113 shares

    0.75% of the 13F portfolio, value $4,995,782.

    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 19,359 shares
    Change vs previous 13F +1,555 shares

    0.64% of the 13F portfolio, value $4,112,045.

    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 17,804 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $3,971,894.

    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).