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

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

Hennion & Walsh Asset Management, Inc. held 202,234 CGBD 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 202,234 shares
    Change vs previous 13F +31,498 shares

    0.06% of the 13F portfolio, value $2,161,881.

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

  2. period ended2026-06-30
    13F 170,736 shares
    Change vs previous 13F +25,777 shares

    0.05% of the 13F portfolio, value $1,797,850.

    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 144,959 shares
    Change vs previous 13F -31,395 shares

    0.05% of the 13F portfolio, value $1,585,851.

    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 176,354 shares
    Change vs previous 13F +9,042 shares

    0.08% of the 13F portfolio, value $2,202,661.

    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 167,312 shares
    Change vs previous 13F +50,970 shares

    0.08% of the 13F portfolio, value $2,091,400.

    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 116,342 shares
    Change vs previous 13F -293 shares

    0.06% of the 13F portfolio, value $1,591,559.

    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 116,635 shares
    Change vs previous 13F -368 shares

    0.08% of the 13F portfolio, value $1,887,154.

    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 117,003 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,097,864.

    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).