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Disclosery

Van Hulzen Asset Management, LLC: IBDT position timeline

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

Van Hulzen Asset Management, LLC held 26,369 IBDT 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 26,369 shares
    Change vs previous 13F +2,526 shares

    0.05% of the 13F portfolio, value $665,818.

    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 23,843 shares
    Change vs previous 13F +13,314 shares

    0.04% of the 13F portfolio, value $603,944.

    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 10,529 shares
    Change vs previous 13F +2,262 shares

    0.02% of the 13F portfolio, value $268,016.

    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 8,267 shares
    Change vs previous 13F +8,267 shares

    0.02% of the 13F portfolio, value $210,974.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,932 shares

    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).

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

  6. period ended2024-12-31
    13F 1,932 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $48,107.

    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).