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Disclosery

Van Hulzen Asset Management, LLC: IBDY position timeline

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

Van Hulzen Asset Management, LLC held 11,598 IBDY 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 11,598 shares
    Change vs previous 13F +364 shares

    0.02% of the 13F portfolio, value $298,591.

    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 11,234 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $290,399.

    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).