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

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

Hennion & Walsh Asset Management, Inc. held 20,413 BDC 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 20,413 shares
    Change vs previous 13F +554 shares

    0.06% of the 13F portfolio, value $2,203,175.

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

  2. period ended2026-06-30
    13F 19,859 shares
    Change vs previous 13F -470 shares

    0.07% of the 13F portfolio, value $2,381,293.

    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 20,329 shares
    Change vs previous 13F -3,976 shares

    0.08% of the 13F portfolio, value $2,334,379.

    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 24,305 shares
    Change vs previous 13F -5,673 shares

    0.1% of the 13F portfolio, value $2,832,748.

    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 29,978 shares
    Change vs previous 13F -3,461 shares

    0.13% of the 13F portfolio, value $3,605,454.

    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 33,439 shares
    Change vs previous 13F -421 shares

    0.16% of the 13F portfolio, value $3,872,236.

    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 33,860 shares
    Change vs previous 13F +1,708 shares

    0.15% of the 13F portfolio, value $3,394,465.

    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 32,152 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,620,637.

    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).