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Disclosery

Occidental Asset Management, LLC: RS position timeline

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

Occidental Asset Management, LLC held 19,786 RS 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 19,786 shares
    Change vs previous 13F +709 shares

    0.73% of the 13F portfolio, value $7,392,050.

    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 19,077 shares
    Change vs previous 13F +615 shares

    0.69% of the 13F portfolio, value $5,797,882.

    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 18,462 shares
    Change vs previous 13F +740 shares

    0.64% of the 13F portfolio, value $5,333,118.

    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 17,722 shares
    Change vs previous 13F +63 shares

    0.62% of the 13F portfolio, value $4,976,869.

    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 17,659 shares
    Change vs previous 13F +233 shares

    0.77% of the 13F portfolio, value $5,543,160.

    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 17,426 shares
    Change vs previous 13F +932 shares

    0.76% of the 13F portfolio, value $5,031,758.

    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 16,494 shares
    Change vs previous 13F +898 shares

    0.69% of the 13F portfolio, value $4,441,174.

    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 15,596 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $4,510,519.

    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).