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

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

Hennion & Walsh Asset Management, Inc. held 19,566 APAM 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 19,566 shares
    Change vs previous 13F -15,961 shares

    0.02% of the 13F portfolio, value $706,724.

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

  2. period ended2026-06-30
    13F 35,527 shares
    Change vs previous 13F -8,602 shares

    0.04% of the 13F portfolio, value $1,226,747.

    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 44,129 shares
    Change vs previous 13F -7,657 shares

    0.05% of the 13F portfolio, value $1,605,854.

    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 51,786 shares
    Change vs previous 13F +786 shares

    0.07% of the 13F portfolio, value $2,109,762.

    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 51,000 shares
    Change vs previous 13F +4,451 shares

    0.08% of the 13F portfolio, value $2,213,400.

    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 46,549 shares
    Change vs previous 13F -675 shares

    0.08% of the 13F portfolio, value $2,063,517.

    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 47,224 shares
    Change vs previous 13F -2,038 shares

    0.08% of the 13F portfolio, value $1,846,458.

    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 49,262 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,120,729.

    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).