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Disclosery

Occidental Asset Management, LLC: SLYG position timeline

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

Occidental Asset Management, LLC held 11,810 SLYG 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 11,810 shares
    Change vs previous 13F +308 shares

    0.14% of the 13F portfolio, value $1,406,918.

    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 11,502 shares
    Change vs previous 13F +281 shares

    0.13% of the 13F portfolio, value $1,111,315.

    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 11,221 shares
    Change vs previous 13F -332 shares

    0.13% of the 13F portfolio, value $1,056,896.

    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 11,553 shares
    Change vs previous 13F +326 shares

    0.14% of the 13F portfolio, value $1,089,552.

    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 11,227 shares
    Change vs previous 13F +801 shares

    0.14% of the 13F portfolio, value $996,383.

    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 10,426 shares
    Change vs previous 13F -3,731 shares

    0.13% of the 13F portfolio, value $865,343.

    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 14,157 shares
    Change vs previous 13F +4,367 shares

    0.2% of the 13F portfolio, value $1,279,065.

    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 9,790 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $911,520.

    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).