Skip to content
Disclosery

Occidental Asset Management, LLC: PG position timeline

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

Occidental Asset Management, LLC held 8,350 PG 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 8,350 shares
    Change vs previous 13F +1,360 shares

    0.12% of the 13F portfolio, value $1,224,379.

    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 6,990 shares
    Change vs previous 13F +1,501 shares

    0.12% of the 13F portfolio, value $1,009,571.

    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 5,489 shares
    Change vs previous 13F -129 shares

    0.09% of the 13F portfolio, value $786,565.

    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 5,618 shares
    Change vs previous 13F +1,165 shares

    0.11% of the 13F portfolio, value $863,137.

    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 4,453 shares
    Change vs previous 13F -186 shares

    0.1% of the 13F portfolio, value $709,381.

    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 4,639 shares
    Change vs previous 13F +758 shares

    0.12% of the 13F portfolio, value $790,597.

    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 3,881 shares
    Change vs previous 13F -186 shares

    0.1% of the 13F portfolio, value $650,668.

    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 4,067 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $704,423.

    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).