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Disclosery

Occidental Asset Management, LLC: XLK position timeline

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

Occidental Asset Management, LLC held 52,165 XLK 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 52,165 shares
    Change vs previous 13F +589 shares

    0.99% of the 13F portfolio, value $9,938,528.

    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 51,576 shares
    Change vs previous 13F -13,176 shares

    0.81% of the 13F portfolio, value $6,854,397.

    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 64,752 shares
    Change vs previous 13F +53,099 shares

    1.12% of the 13F portfolio, value $9,322,274.

    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 11,653 shares
    Change vs previous 13F +2,471 shares

    0.41% of the 13F portfolio, value $3,284,617.

    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 9,182 shares
    Change vs previous 13F +1,984 shares

    0.32% of the 13F portfolio, value $2,325,143.

    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 7,198 shares
    Change vs previous 13F +845 shares

    0.22% of the 13F portfolio, value $1,486,330.

    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 6,353 shares
    Change vs previous 13F -1,049 shares

    0.23% of the 13F portfolio, value $1,477,083.

    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 7,402 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,671,125.

    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).