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Occidental Asset Management, LLC

SEC CIK
0001770994
Latest filing
Aug 7, 2026

OMC holding history

Omnicom Group Inc. in every 13F filed by Occidental Asset Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OMC overviewAll 13F holders of OMCFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q3 2023
Holdings of OMC by Occidental Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−34,317−100.0%Sold outHolders
Q2 202534,317$2.47M0.3%+1,659+5.1%AddedHolders
Q1 202532,658$2.71M0.4%+2,992+10.1%AddedHolders
Q4 202429,666$2.55M0.4%+2,372+8.7%AddedHolders
Q3 202427,294$2.82M0.5%+2,141+8.5%AddedHolders
Q2 202425,153$2.26M0.4%+1,574+6.7%AddedHolders
Q1 202423,579$2.28M0.4%+9,777+70.8%AddedHolders
Q4 202313,802$1.19M0.2%+10,585+329.0%AddedHolders
Q3 20233,217$239.6K0.1%+3,217NewHolders