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Van Hulzen Asset Management, LLC: HLNE position timeline

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

Van Hulzen Asset Management, LLC held 11,584 HLNE 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 11,584 shares
    Change vs previous 13F -3,621 shares

    0.06% of the 13F portfolio, value $913,157.

    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 15,205 shares
    Change vs previous 13F -1,678 shares

    0.11% of the 13F portfolio, value $1,511,339.

    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 16,883 shares
    Change vs previous 13F -1,780 shares

    0.17% of the 13F portfolio, value $2,267,527.

    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 18,663 shares
    Change vs previous 13F -580 shares

    0.19% of the 13F portfolio, value $2,515,563.

    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 19,243 shares
    Change vs previous 13F +11,375 shares

    0.23% of the 13F portfolio, value $2,734,818.

    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 7,868 shares
    Change vs previous 13F -412 shares

    0.11% of the 13F portfolio, value $1,169,710.

    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 8,280 shares
    Change vs previous 13F -4,206 shares

    0.09% of the 13F portfolio, value $1,225,805.

    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 12,486 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,103,000.

    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).