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

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

Hennion & Walsh Asset Management, Inc. held 147,107 BDJ 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 147,107 shares
    Change vs previous 13F -70,894 shares

    0.04% of the 13F portfolio, value $1,382,806.

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

  2. period ended2026-06-30
    13F 218,001 shares
    Change vs previous 13F -32,776 shares

    0.06% of the 13F portfolio, value $2,086,270.

    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 250,777 shares
    Change vs previous 13F -2,697 shares

    0.07% of the 13F portfolio, value $2,161,698.

    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 253,474 shares
    Change vs previous 13F -75,172 shares

    0.08% of the 13F portfolio, value $2,402,934.

    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 328,646 shares
    Change vs previous 13F +11,956 shares

    0.11% of the 13F portfolio, value $2,993,965.

    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 316,690 shares
    Change vs previous 13F +26,734 shares

    0.11% of the 13F portfolio, value $2,815,374.

    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 289,956 shares
    Change vs previous 13F +56,862 shares

    0.11% of the 13F portfolio, value $2,493,622.

    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 233,094 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,930,018.

    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).