Skip to content
Disclosery

Occidental Asset Management, LLC: XLF position timeline

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

Occidental Asset Management, LLC held 17,126 XLF 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 17,126 shares
    Change vs previous 13F -4,564 shares

    0.09% of the 13F portfolio, value $918,117.

    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 21,690 shares
    Change vs previous 13F +2,013 shares

    0.13% of the 13F portfolio, value $1,070,822.

    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 19,677 shares
    Change vs previous 13F +507 shares

    0.13% of the 13F portfolio, value $1,077,723.

    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 19,170 shares
    Change vs previous 13F +3,482 shares

    0.13% of the 13F portfolio, value $1,032,685.

    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 15,688 shares
    Change vs previous 13F -40,876 shares

    0.11% of the 13F portfolio, value $821,581.

    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 56,564 shares
    Change vs previous 13F -107,509 shares

    0.43% of the 13F portfolio, value $2,817,445.

    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 164,073 shares
    Change vs previous 13F -2,847 shares

    1.24% of the 13F portfolio, value $7,929,670.

    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 166,920 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $7,564,834.

    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).