Skip to content
Disclosery

Occidental Asset Management, LLC: XJQCX position timeline

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

Occidental Asset Management, LLC held 12,332 XJQCX 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 12,332 shares
    Change vs previous 13F +1,576 shares

    0.01% of the 13F portfolio, value $59,934.

    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 10,756 shares
    Change vs previous 13F -2,862 shares

    0.01% of the 13F portfolio, value $52,382.

    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 13,618 shares
    Change vs previous 13F +941 shares

    0.01% of the 13F portfolio, value $68,362.

    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 12,677 shares
    Change vs previous 13F -800 shares

    0.01% of the 13F portfolio, value $66,808.

    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 13,477 shares
    Change vs previous 13F -60 shares

    0.01% of the 13F portfolio, value $72,641.

    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 13,537 shares
    Change vs previous 13F -581 shares

    0.01% of the 13F portfolio, value $72,829.

    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 14,118 shares
    Change vs previous 13F -1,380 shares

    0.01% of the 13F portfolio, value $80,331.

    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 15,498 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $89,733.

    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).