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Disclosery

Occidental Asset Management, LLC: XLC position timeline

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

Occidental Asset Management, LLC held 9,452 XLC 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 9,452 shares
    Change vs previous 13F -33,465 shares

    0.1% of the 13F portfolio, value $1,012,593.

    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 42,917 shares
    Change vs previous 13F -27,537 shares

    0.56% of the 13F portfolio, value $4,757,802.

    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 70,454 shares
    Change vs previous 13F -1,709 shares

    1% of the 13F portfolio, value $8,293,791.

    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 72,163 shares
    Change vs previous 13F -932 shares

    1.07% of the 13F portfolio, value $8,541,937.

    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 73,095 shares
    Change vs previous 13F -4,545 shares

    1.09% of the 13F portfolio, value $7,933,038.

    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 77,640 shares
    Change vs previous 13F +71,320 shares

    1.13% of the 13F portfolio, value $7,488,342.

    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 6,320 shares
    Change vs previous 13F +80 shares

    0.1% of the 13F portfolio, value $611,841.

    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 6,240 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $564,097.

    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).