Van Hulzen Asset Management, LLC: IBDW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Van Hulzen Asset Management, LLC on IBDW, newest first. How the timeline and the estimate are built.
Van Hulzen Asset Management, LLC held 22,222 IBDW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 22,222 sharesChange vs previous 13F -1,549 shares
0.03% of the 13F portfolio, value $463,107.
13F-HR 0001765380-26-000374 filed by Van Hulzen Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 23,771 sharesChange vs previous 13F +13,309 shares
0.04% of the 13F portfolio, value $497,528.
13F-HR 0001765380-26-000214 filed by Van Hulzen Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,462 sharesChange vs previous 13F +10,462 shares
0.02% of the 13F portfolio, value $221,272.
13F-HR 0001765380-26-000079 filed by Van Hulzen Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -2,176 shares
13F-HR 0001765380-25-000232 filed by Van Hulzen Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 2,176 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $44,282.
13F-HR 0001600145-25-000001 filed by Van Hulzen Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).