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Disclosery

Occidental Asset Management, LLC: SHYD position timeline

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

Occidental Asset Management, LLC held 32,010 SHYD 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 32,010 shares
    Change vs previous 13F +5,139 shares

    0.07% of the 13F portfolio, value $733,029.

    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 26,871 shares
    Change vs previous 13F -448 shares

    0.07% of the 13F portfolio, value $608,897.

    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 27,319 shares
    Change vs previous 13F +3,600 shares

    0.08% of the 13F portfolio, value $625,878.

    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 23,719 shares
    Change vs previous 13F +350 shares

    0.07% of the 13F portfolio, value $543,165.

    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 23,369 shares
    Change vs previous 13F -5,275 shares

    0.07% of the 13F portfolio, value $527,887.

    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 28,644 shares
    Change vs previous 13F +1,700 shares

    0.1% of the 13F portfolio, value $644,204.

    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 26,944 shares
    Change vs previous 13F +525 shares

    0.09% of the 13F portfolio, value $605,701.

    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 26,419 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $600,240.

    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).