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Disclosery

Occidental Asset Management, LLC: SPYV position timeline

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

Occidental Asset Management, LLC held 113,947 SPYV 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 113,947 shares
    Change vs previous 13F +3,069 shares

    0.69% of the 13F portfolio, value $6,926,856.

    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 110,878 shares
    Change vs previous 13F +2,847 shares

    0.74% of the 13F portfolio, value $6,273,488.

    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 108,031 shares
    Change vs previous 13F -3,032 shares

    0.74% of the 13F portfolio, value $6,137,228.

    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 111,063 shares
    Change vs previous 13F +4,489 shares

    0.77% of the 13F portfolio, value $6,145,122.

    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 106,574 shares
    Change vs previous 13F +2,844 shares

    0.77% of the 13F portfolio, value $5,578,061.

    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 103,730 shares
    Change vs previous 13F +1,567 shares

    0.8% of the 13F portfolio, value $5,297,492.

    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 102,163 shares
    Change vs previous 13F -11,160 shares

    0.82% of the 13F portfolio, value $5,224,596.

    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 113,323 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $5,990,245.

    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).