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Occidental Asset Management, LLC: T position timeline

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

Occidental Asset Management, LLC held 209,780 T 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 209,780 shares
    Change vs previous 13F +10,748 shares

    0.43% of the 13F portfolio, value $4,342,456.

    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 199,032 shares
    Change vs previous 13F +12,629 shares

    0.68% of the 13F portfolio, value $5,769,944.

    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 186,403 shares
    Change vs previous 13F +9,755 shares

    0.56% of the 13F portfolio, value $4,630,246.

    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 176,648 shares
    Change vs previous 13F +6,261 shares

    0.63% of the 13F portfolio, value $4,988,539.

    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 170,387 shares
    Change vs previous 13F +6,337 shares

    0.68% of the 13F portfolio, value $4,931,014.

    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 164,050 shares
    Change vs previous 13F +10,353 shares

    0.7% of the 13F portfolio, value $4,639,344.

    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 153,697 shares
    Change vs previous 13F +15,653 shares

    0.55% of the 13F portfolio, value $3,499,684.

    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 138,044 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $3,036,977.

    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).