Skip to content
Disclosery

Van Hulzen Asset Management, LLC: EXC position timeline

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

Van Hulzen Asset Management, LLC held 267,381 EXC 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 267,381 shares
    Change vs previous 13F -3,272 shares

    0.89% of the 13F portfolio, value $12,465,281.

    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 270,653 shares
    Change vs previous 13F -16,760 shares

    0.99% of the 13F portfolio, value $13,267,425.

    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 287,413 shares
    Change vs previous 13F +12,791 shares

    0.92% of the 13F portfolio, value $12,528,332.

    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 274,622 shares
    Change vs previous 13F -14 shares

    0.92% of the 13F portfolio, value $12,360,714.

    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 274,636 shares
    Change vs previous 13F +24,421 shares

    1% of the 13F portfolio, value $11,924,675.

    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 250,215 shares
    Change vs previous 13F -103,356 shares

    1.05% of the 13F portfolio, value $11,529,895.

    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 353,571 shares
    Change vs previous 13F +6,132 shares

    0.97% of the 13F portfolio, value $13,309,014.

    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 347,439 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $14,088,000.

    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).