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Disclosery

Occidental Asset Management, LLC: TLT position timeline

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

Occidental Asset Management, LLC held 183,834 TLT 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 183,834 shares
    Change vs previous 13F +1,364 shares

    1.58% of the 13F portfolio, value $15,886,934.

    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 182,470 shares
    Change vs previous 13F +10,595 shares

    1.87% of the 13F portfolio, value $15,818,324.

    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 171,875 shares
    Change vs previous 13F +7,111 shares

    1.8% of the 13F portfolio, value $14,980,625.

    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 164,764 shares
    Change vs previous 13F +13,948 shares

    1.85% of the 13F portfolio, value $14,724,959.

    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 150,816 shares
    Change vs previous 13F +147,864 shares

    1.84% of the 13F portfolio, value $13,309,512.

    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 2,952 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $268,721.

    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).