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

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

Hennion & Walsh Asset Management, Inc. held 30,233 CALM 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 30,233 shares
    Change vs previous 13F -9,231 shares

    0.06% of the 13F portfolio, value $2,057,658.

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

  2. period ended2026-06-30
    13F 39,464 shares
    Change vs previous 13F -5,612 shares

    0.09% of the 13F portfolio, value $3,179,220.

    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 45,076 shares
    Change vs previous 13F +2,082 shares

    0.12% of the 13F portfolio, value $3,567,765.

    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 42,994 shares
    Change vs previous 13F +8,005 shares

    0.12% of the 13F portfolio, value $3,421,033.

    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 34,989 shares
    Change vs previous 13F +4,222 shares

    0.12% of the 13F portfolio, value $3,292,465.

    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 30,767 shares
    Change vs previous 13F +1,398 shares

    0.12% of the 13F portfolio, value $3,065,316.

    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 29,369 shares
    Change vs previous 13F +13,126 shares

    0.12% of the 13F portfolio, value $2,669,642.

    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 16,243 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,671,730.

    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).