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Disclosery

Occidental Asset Management, LLC: SCCO position timeline

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

Occidental Asset Management, LLC held 35,666 SCCO 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 35,666 shares
    Change vs previous 13F +229 shares

    0.62% of the 13F portfolio, value $6,215,243.

    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 35,437 shares
    Change vs previous 13F -11,053 shares

    0.72% of the 13F portfolio, value $6,097,327.

    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 46,490 shares
    Change vs previous 13F +653 shares

    0.8% of the 13F portfolio, value $6,669,917.

    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 45,837 shares
    Change vs previous 13F +1,387 shares

    0.7% of the 13F portfolio, value $5,562,733.

    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 44,450 shares
    Change vs previous 13F +1,544 shares

    0.62% of the 13F portfolio, value $4,497,027.

    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 42,906 shares
    Change vs previous 13F +3,447 shares

    0.61% of the 13F portfolio, value $4,009,976.

    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 39,459 shares
    Change vs previous 13F +2,689 shares

    0.56% of the 13F portfolio, value $3,595,936.

    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 36,770 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $4,253,192.

    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).