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Disclosery

Occidental Asset Management, LLC: VWO position timeline

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

Occidental Asset Management, LLC held 37,602 VWO 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 37,602 shares
    Change vs previous 13F +8,326 shares

    0.22% of the 13F portfolio, value $2,244,478.

    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 29,276 shares
    Change vs previous 13F +11,547 shares

    0.19% of the 13F portfolio, value $1,582,381.

    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 17,729 shares
    Change vs previous 13F +4,615 shares

    0.11% of the 13F portfolio, value $953,124.

    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 13,114 shares
    Change vs previous 13F +3,486 shares

    0.09% of the 13F portfolio, value $710,496.

    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 9,628 shares
    Change vs previous 13F +707 shares

    0.07% of the 13F portfolio, value $476,185.

    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 8,921 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $403,783.

    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).