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

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

Hennion & Walsh Asset Management, Inc. held 758 CI 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 758 shares
    Change vs previous 13F +758 shares

    0.01% of the 13F portfolio, value $206,047.

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

  2. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -1,212 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2026-03-31
    13F 1,212 shares
    Change vs previous 13F -288 shares

    0.01% of the 13F portfolio, value $323,301.

    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 1,500 shares
    Change vs previous 13F -23 shares

    0.01% of the 13F portfolio, value $412,845.

    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 1,523 shares
    Change vs previous 13F +213 shares

    0.02% of the 13F portfolio, value $439,005.

    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 1,310 shares
    Change vs previous 13F +98 shares

    0.02% of the 13F portfolio, value $433,060.

    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 1,212 shares
    Change vs previous 13F +144 shares

    0.02% of the 13F portfolio, value $398,748.

    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 1,068 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $294,918.

    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).