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Disclosery

Occidental Asset Management, LLC: V position timeline

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

Occidental Asset Management, LLC held 21,922 V 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 21,922 shares
    Change vs previous 13F +2,500 shares

    0.75% of the 13F portfolio, value $7,521,255.

    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 19,422 shares
    Change vs previous 13F +856 shares

    0.7% of the 13F portfolio, value $5,870,137.

    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 18,566 shares
    Change vs previous 13F +508 shares

    0.78% of the 13F portfolio, value $6,511,319.

    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 18,058 shares
    Change vs previous 13F +286 shares

    0.77% of the 13F portfolio, value $6,164,676.

    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 17,772 shares
    Change vs previous 13F -10 shares

    0.87% of the 13F portfolio, value $6,309,986.

    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 17,782 shares
    Change vs previous 13F +1,178 shares

    0.94% of the 13F portfolio, value $6,231,917.

    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 16,604 shares
    Change vs previous 13F +902 shares

    0.82% of the 13F portfolio, value $5,247,558.

    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 15,702 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $4,317,346.

    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).