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Disclosery

Occidental Asset Management, LLC: SPYG position timeline

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

Occidental Asset Management, LLC held 77,731 SPYG 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 77,731 shares
    Change vs previous 13F +671 shares

    0.92% of the 13F portfolio, value $9,249,206.

    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 77,060 shares
    Change vs previous 13F +997 shares

    0.89% of the 13F portfolio, value $7,544,922.

    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 76,063 shares
    Change vs previous 13F -3,887 shares

    0.98% of the 13F portfolio, value $8,115,940.

    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 79,950 shares
    Change vs previous 13F +1,509 shares

    1.05% of the 13F portfolio, value $8,355,573.

    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 78,441 shares
    Change vs previous 13F +589 shares

    1.03% of the 13F portfolio, value $7,477,003.

    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 77,852 shares
    Change vs previous 13F +533 shares

    0.94% of the 13F portfolio, value $6,256,973.

    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 77,319 shares
    Change vs previous 13F -11,341 shares

    1.06% of the 13F portfolio, value $6,796,300.

    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 88,660 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $7,353,497.

    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).