Skip to content
Disclosery

Occidental Asset Management, LLC: SPDW position timeline

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

Occidental Asset Management, LLC held 129,662 SPDW 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 129,662 shares
    Change vs previous 13F +2,036 shares

    0.65% of the 13F portfolio, value $6,533,690.

    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 127,626 shares
    Change vs previous 13F +6,380 shares

    0.69% of the 13F portfolio, value $5,826,127.

    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 121,246 shares
    Change vs previous 13F -3,397 shares

    0.65% of the 13F portfolio, value $5,384,535.

    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 124,643 shares
    Change vs previous 13F +5,456 shares

    0.67% of the 13F portfolio, value $5,333,493.

    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 119,187 shares
    Change vs previous 13F +2,537 shares

    0.67% of the 13F portfolio, value $4,825,899.

    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 116,650 shares
    Change vs previous 13F +18,653 shares

    0.64% of the 13F portfolio, value $4,247,229.

    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 97,997 shares
    Change vs previous 13F -3,448 shares

    0.52% of the 13F portfolio, value $3,344,640.

    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 101,445 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $3,810,290.

    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).