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Van Hulzen Asset Management, LLC: EFV position timeline

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

Van Hulzen Asset Management, LLC held 167,256 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 167,256 shares
    Change vs previous 13F -1,770 shares

    0.91% of the 13F portfolio, value $12,803,451.

    13F-HR 0001765380-26-000374 filed by Van Hulzen 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 169,026 shares
    Change vs previous 13F -436 shares

    0.93% of the 13F portfolio, value $12,567,084.

    13F-HR 0001765380-26-000214 filed by Van Hulzen 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 169,462 shares
    Change vs previous 13F +17,686 shares

    0.89% of the 13F portfolio, value $12,101,282.

    13F-HR 0001765380-26-000079 filed by Van Hulzen 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 151,776 shares
    Change vs previous 13F +4,982 shares

    0.77% of the 13F portfolio, value $10,294,937.

    13F-HR 0001765380-25-000494 filed by Van Hulzen 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 146,794 shares
    Change vs previous 13F +1,638 shares

    0.78% of the 13F portfolio, value $9,318,477.

    13F-HR 0001765380-25-000369 filed by Van Hulzen 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 145,156 shares
    Change vs previous 13F -4,230 shares

    0.78% of the 13F portfolio, value $8,555,515.

    13F-HR 0001765380-25-000232 filed by Van Hulzen 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 149,386 shares
    Change vs previous 13F +2,718 shares

    0.57% of the 13F portfolio, value $7,838,302.

    13F-HR 0001600145-25-000001 filed by Van Hulzen 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 146,668 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $8,438,000.

    13F-HR 0001600145-24-000012 filed by Van Hulzen Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).