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Occidental Asset Management, LLC: NTAP position timeline

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

Occidental Asset Management, LLC held 53,647 NTAP 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 53,647 shares
    Change vs previous 13F +2,185 shares

    0.82% of the 13F portfolio, value $8,302,410.

    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 51,462 shares
    Change vs previous 13F +2,626 shares

    0.62% of the 13F portfolio, value $5,269,194.

    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 48,836 shares
    Change vs previous 13F +1,480 shares

    0.63% of the 13F portfolio, value $5,229,847.

    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 47,356 shares
    Change vs previous 13F +609 shares

    0.7% of the 13F portfolio, value $5,609,792.

    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 46,747 shares
    Change vs previous 13F +4,014 shares

    0.69% of the 13F portfolio, value $4,980,893.

    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 42,733 shares
    Change vs previous 13F +2,209 shares

    0.57% of the 13F portfolio, value $3,753,667.

    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 40,524 shares
    Change vs previous 13F +1,984 shares

    0.73% of the 13F portfolio, value $4,704,026.

    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 38,540 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $4,760,075.

    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).