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Van Hulzen Asset Management, LLC: SYLD position timeline

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

Van Hulzen Asset Management, LLC held 2,890 SYLD 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 2,890 shares
    Change vs previous 13F -3,489 shares

    0.02% of the 13F portfolio, value $228,572.

    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 6,379 shares
    Change vs previous 13F -687 shares

    0.04% of the 13F portfolio, value $481,045.

    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 7,066 shares
    Change vs previous 13F +922 shares

    0.04% of the 13F portfolio, value $491,253.

    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 6,144 shares
    Change vs previous 13F +424 shares

    0.03% of the 13F portfolio, value $421,863.

    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 5,720 shares
    Change vs previous 13F +282 shares

    0.03% of the 13F portfolio, value $371,996.

    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 5,438 shares
    Change vs previous 13F +1,409 shares

    0.03% of the 13F portfolio, value $346,956.

    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 4,029 shares
    Change vs previous 13F +39 shares

    0.02% of the 13F portfolio, value $275,885.

    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 3,990 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $289,000.

    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).