Van Hulzen Asset Management, LLC: CWI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Van Hulzen Asset Management, LLC on CWI, newest first. How the timeline and the estimate are built.
Van Hulzen Asset Management, LLC held 0 CWI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -6,784 shares
13F-HR 0001765380-26-000374 filed by Van Hulzen Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 6,784 sharesChange vs previous 13F +958 shares
0.02% of the 13F portfolio, value $248,214.
13F-HR 0001765380-26-000214 filed by Van Hulzen Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,826 sharesChange vs previous 13F +5,826 shares
0.02% of the 13F portfolio, value $209,257.
13F-HR 0001765380-26-000079 filed by Van Hulzen Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -2,908 shares
13F-HR 0001765380-25-000232 filed by Van Hulzen Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 2,908 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $81,246.
13F-HR 0001600145-25-000001 filed by Van Hulzen Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).