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Van Hulzen Asset Management, LLC: MSFT position timeline

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

Van Hulzen Asset Management, LLC held 99,491 MSFT 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 99,491 shares
    Change vs previous 13F -16,002 shares

    2.64% of the 13F portfolio, value $37,112,131.

    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 115,493 shares
    Change vs previous 13F +5,743 shares

    3.18% of the 13F portfolio, value $42,751,931.

    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 109,750 shares
    Change vs previous 13F +1,685 shares

    3.9% of the 13F portfolio, value $53,077,138.

    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 108,065 shares
    Change vs previous 13F -709 shares

    4.16% of the 13F portfolio, value $55,972,317.

    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 ended2025-06-30
    13F 108,774 shares
    Change vs previous 13F +1,438 shares

    4.52% of the 13F portfolio, value $54,105,458.

    13F-HR 0001765380-25-000369 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).

  6. period ended2025-03-31
    13F 107,336 shares
    Change vs previous 13F -33,584 shares

    3.68% of the 13F portfolio, value $40,292,978.

    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).

  7. period ended2024-12-31
    13F 140,920 shares
    Change vs previous 13F +1,017 shares

    4.34% of the 13F portfolio, value $59,386,414.

    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).

  8. period ended2024-09-30
    13F 139,903 shares
    Change vs previous 13F not available

    4.36% of the 13F portfolio, value $60,195,000.

    13F-HR 0001600145-24-000012 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).