Occidental Asset Management, LLC quarter change: Foreign Bonds: Other Debt, Added
In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Occidental Asset Management, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1770994): 2026-03-31 (filed 2026-04-16) and 2026-06-30 (filed 2026-08-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Hel Ved Capital Management Ltd | Hong Kong | $0.844B | 56 |
| State of Wyoming | United States | $0.844B | 1,783 |
| VR Advisory Services Ltd | Cayman Islands | $0.845B | 40 |
| Fractal Investments LLC | United States | $0.845B | 81 |
| Archon Partners LLC | United States | $0.845B | 39 |
| Baker Ellis Asset Management LLC | United States | $0.842B | 254 |
| PATTON ALBERTSON MILLER GROUP, LLC | United States | $0.842B | 212 |
| BBFIT INVESTMENTS PTE LTD | Singapore | $0.842B | 7 |
| Marietta Wealth Management, LLC | United States | $0.841B | 129 |
| CATALYST FINANCIAL PARTNERS LLC | United States | $0.847B | 370 |