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Occidental Asset Management, LLC: SPIB position timeline

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

Occidental Asset Management, LLC held 842,398 SPIB 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 842,398 shares
    Change vs previous 13F +13,432 shares

    2.8% of the 13F portfolio, value $28,186,642.

    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 828,966 shares
    Change vs previous 13F +46,740 shares

    3.29% of the 13F portfolio, value $27,803,522.

    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 782,226 shares
    Change vs previous 13F +10,124 shares

    3.18% of the 13F portfolio, value $26,447,065.

    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 772,102 shares
    Change vs previous 13F +47,254 shares

    3.28% of the 13F portfolio, value $26,166,525.

    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 724,848 shares
    Change vs previous 13F +10,943 shares

    3.36% of the 13F portfolio, value $24,340,398.

    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 713,905 shares
    Change vs previous 13F +8,813 shares

    3.58% of the 13F portfolio, value $23,730,215.

    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 705,092 shares
    Change vs previous 13F +38,297 shares

    3.61% of the 13F portfolio, value $23,098,818.

    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 666,795 shares
    Change vs previous 13F not available

    3.63% of the 13F portfolio, value $22,477,672.

    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).