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Disclosery

Occidental Asset Management, LLC: XLB position timeline

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

Occidental Asset Management, LLC held 4,191 XLB 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 4,191 shares
    Change vs previous 13F -975 shares

    0.02% of the 13F portfolio, value $213,012.

    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 5,166 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $258,169.

    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).