Van Hulzen Asset Management, LLC: IBDR position timeline

Van Hulzen Asset Management, LLC held 16,346 IBDR 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 16,346 shares

   Change vs previous 13F +473 shares

   0.03% of the 13F portfolio, value $396,064.

   13F-HR 0001765380-26-000374 filed by Van Hulzen Asset Management, LLC
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 15,873 shares

   Change vs previous 13F +6,505 shares

   0.03% of the 13F portfolio, value $384,762.

   13F-HR 0001765380-26-000214 filed by Van Hulzen Asset Management, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 9,368 shares

   Change vs previous 13F +9,368 shares

   0.02% of the 13F portfolio, value $226,987.

   13F-HR 0001765380-26-000079 filed by Van Hulzen Asset Management, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -500 shares

   13F-HR 0001765380-25-000232 filed by Van Hulzen Asset Management, LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-12-31

   13F 500 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $12,035.

   13F-HR 0001600145-25-000001 filed by Van Hulzen Asset Management, LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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