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Disclosery

Occidental Asset Management, LLC: SLYV position timeline

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

Occidental Asset Management, LLC held 12,522 SLYV 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 12,522 shares
    Change vs previous 13F +274 shares

    0.14% of the 13F portfolio, value $1,366,290.

    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 12,248 shares
    Change vs previous 13F +251 shares

    0.14% of the 13F portfolio, value $1,158,423.

    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 11,997 shares
    Change vs previous 13F -421 shares

    0.13% of the 13F portfolio, value $1,091,369.

    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 12,418 shares
    Change vs previous 13F +168 shares

    0.14% of the 13F portfolio, value $1,100,851.

    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 12,250 shares
    Change vs previous 13F +1,385 shares

    0.13% of the 13F portfolio, value $977,050.

    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 10,865 shares
    Change vs previous 13F -4,045 shares

    0.13% of the 13F portfolio, value $851,801.

    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 14,910 shares
    Change vs previous 13F +4,482 shares

    0.2% of the 13F portfolio, value $1,300,876.

    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 10,428 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $905,325.

    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).