Skip to content
Disclosery

Hennion & Walsh Asset Management, Inc.: AM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hennion & Walsh Asset Management, Inc. on AM, newest first. How the timeline and the estimate are built.

Hennion & Walsh Asset Management, Inc. held 273,994 AM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 273,994 shares
    Change vs previous 13F +19,434 shares

    0.16% of the 13F portfolio, value $5,523,719.

    13F-HR 0002000324-26-005579 filed by Hennion & Walsh Asset Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 254,560 shares
    Change vs previous 13F +9,202 shares

    0.17% of the 13F portfolio, value $5,791,240.

    13F-HR 0002000324-26-002845 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 245,358 shares
    Change vs previous 13F -22,944 shares

    0.19% of the 13F portfolio, value $5,594,162.

    13F-HR 0002000324-26-001898 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 268,302 shares
    Change vs previous 13F +29,501 shares

    0.16% of the 13F portfolio, value $4,773,093.

    13F-HR 0002000324-26-000109 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 238,801 shares
    Change vs previous 13F +23,431 shares

    0.17% of the 13F portfolio, value $4,642,291.

    13F-HR 0002000324-25-003954 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 215,370 shares
    Change vs previous 13F -1,729 shares

    0.16% of the 13F portfolio, value $4,081,262.

    13F-HR 0002000324-25-002684 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 217,099 shares
    Change vs previous 13F +19,844 shares

    0.17% of the 13F portfolio, value $3,907,782.

    13F-HR 0002000324-25-001387 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 197,255 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,976,578.

    13F-HR 0002000324-25-000017 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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