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Disclosery

HENNESSY ADVISORS INC: XYZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HENNESSY ADVISORS INC on XYZ, newest first. How the timeline and the estimate are built.

HENNESSY ADVISORS INC held 3,000 XYZ shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,000 shares
    Change vs previous 13F -4,000 shares

    0.01% of the 13F portfolio, value $228,000.

    13F-HR 0000897069-26-001507 filed by HENNESSY ADVISORS INC
    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 7,000 shares
    Change vs previous 13F -11,000 shares

    0.02% of the 13F portfolio, value $421,260.

    13F-HR 0000897069-26-000920 filed by HENNESSY ADVISORS INC
    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 18,000 shares
    Change vs previous 13F -2,000 shares

    0.04% of the 13F portfolio, value $1,171,620.

    13F-HR 0000897069-26-000187 filed by HENNESSY ADVISORS INC
    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 20,000 shares
    Change vs previous 13F -5,000 shares

    0.05% of the 13F portfolio, value $1,445,400.

    13F-HR 0000897069-25-001587 filed by HENNESSY ADVISORS INC
    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 25,000 shares
    Change vs previous 13F +3,000 shares

    0.06% of the 13F portfolio, value $1,698,250.

    13F-HR 0000897069-25-001186 filed by HENNESSY ADVISORS INC
    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 22,000 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,195,260.

    13F-HR 0000897069-25-000822 filed by HENNESSY ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).