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Disclosery

Occidental Asset Management, LLC: TSLA position timeline

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

Occidental Asset Management, LLC held 8,477 TSLA 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 8,477 shares
    Change vs previous 13F +307 shares

    0.35% of the 13F portfolio, value $3,565,426.

    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 8,170 shares
    Change vs previous 13F +279 shares

    0.36% of the 13F portfolio, value $3,037,198.

    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 7,891 shares
    Change vs previous 13F +468 shares

    0.43% of the 13F portfolio, value $3,548,741.

    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 7,423 shares
    Change vs previous 13F +791 shares

    0.41% of the 13F portfolio, value $3,301,157.

    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 6,632 shares
    Change vs previous 13F +114 shares

    0.29% of the 13F portfolio, value $2,106,721.

    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 6,518 shares
    Change vs previous 13F -382 shares

    0.26% of the 13F portfolio, value $1,689,205.

    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 6,900 shares
    Change vs previous 13F -169 shares

    0.43% of the 13F portfolio, value $2,786,496.

    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 7,069 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,849,462.

    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).