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Van Hulzen Asset Management, LLC: WM position timeline

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

Van Hulzen Asset Management, LLC held 36,813 WM 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 36,813 shares
    Change vs previous 13F +6,726 shares

    0.58% of the 13F portfolio, value $8,204,940.

    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 30,087 shares
    Change vs previous 13F +26,487 shares

    0.51% of the 13F portfolio, value $6,913,788.

    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 3,600 shares
    Change vs previous 13F -259 shares

    0.06% of the 13F portfolio, value $790,956.

    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 3,859 shares
    Change vs previous 13F +87 shares

    0.06% of the 13F portfolio, value $852,183.

    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 3,772 shares
    Change vs previous 13F +69 shares

    0.07% of the 13F portfolio, value $863,110.

    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 3,703 shares
    Change vs previous 13F -194 shares

    0.08% of the 13F portfolio, value $857,282.

    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 3,897 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $786,376.

    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 3,897 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $809,000.

    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).