Van Hulzen Asset Management, LLC: IBM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Van Hulzen Asset Management, LLC on IBM, newest first. How the timeline and the estimate are built.
Van Hulzen Asset Management, LLC held 112,688 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 112,688 sharesChange vs previous 13F -2,594 shares
2.25% of the 13F portfolio, value $31,688,933.
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 115,282 sharesChange vs previous 13F +1,080 shares
2.08% of the 13F portfolio, value $27,943,105.
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 114,202 sharesChange vs previous 13F +1,552 shares
2.48% of the 13F portfolio, value $33,827,784.
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 ended2025-09-3013F 112,650 sharesChange vs previous 13F -412 shares
2.36% of the 13F portfolio, value $31,785,330.
13F-HR 0001765380-25-000494 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 ended2025-06-3013F 113,062 sharesChange vs previous 13F -824 shares
2.78% of the 13F portfolio, value $33,328,502.
13F-HR 0001765380-25-000369 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 113,886 sharesChange vs previous 13F -61,869 shares
2.58% of the 13F portfolio, value $28,318,893.
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).
- period ended2024-12-3113F 175,755 sharesChange vs previous 13F -10,680 shares
2.83% of the 13F portfolio, value $38,632,028.
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).
- period ended2024-09-3013F 186,435 sharesChange vs previous 13F not available
2.98% of the 13F portfolio, value $41,217,000.
13F-HR 0001600145-24-000012 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).