Occidental Asset Management, LLC
Holdings in PHAT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $496,356 | 29,919 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $349,239 | 29,672 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $284,554 | 29,672 | Shares | Sole | 2025-07-14 |
| 2025-03-31 | $186,043 | 29,672 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $240,936 | 29,672 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $536,469 | 29,672 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $305,621 | 29,672 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $315,116 | 29,672 | Shares | Sole | 2024-04-16 |
| 2023-12-31 | $270,905 | 29,672 | Shares | Sole | 2024-01-19 |
| 2023-09-30 | $307,698 | 29,672 | Shares | Sole | 2023-10-18 |
| 2023-06-30 | $424,903 | 29,672 | Shares | Sole | 2023-07-12 |
| 2023-03-31 | $211,858 | 29,672 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $332,919 | 29,672 | Shares | Sole | 2023-01-24 |
| 2022-09-30 | $328,765 | 29,672 | Shares | Sole | 2022-11-08 |
| 2022-06-30 | $250,431 | 29,672 | Shares | Sole | 2022-07-18 |
| 2021-09-30 | $413,191 | 12,872 | Shares | Sole | 2021-11-03 |
| 2021-06-30 | $435,717 | 12,872 | Shares | Sole | 2021-08-17 |
| 2021-03-31 | $483,472 | 12,872 | Shares | Sole | 2021-05-06 |
| 2020-12-31 | $427,607 | 12,872 | Shares | Sole | 2021-01-28 |