Skip to content
Disclosery

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

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

Hennion & Walsh Asset Management, Inc. held 2,999 CRM 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 2,999 shares
    Change vs previous 13F -4,813 shares

    0.02% of the 13F portfolio, value $688,480.

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

  2. period ended2026-06-30
    13F 7,812 shares
    Change vs previous 13F -278 shares

    0.03% of the 13F portfolio, value $1,223,828.

    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 8,090 shares
    Change vs previous 13F -6,077 shares

    0.05% of the 13F portfolio, value $1,510,160.

    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 14,167 shares
    Change vs previous 13F -2,219 shares

    0.13% of the 13F portfolio, value $3,752,980.

    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 16,386 shares
    Change vs previous 13F +532 shares

    0.14% of the 13F portfolio, value $3,883,482.

    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 15,854 shares
    Change vs previous 13F -2,456 shares

    0.17% of the 13F portfolio, value $4,323,227.

    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 18,310 shares
    Change vs previous 13F +1,833 shares

    0.22% of the 13F portfolio, value $4,913,672.

    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 16,477 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $5,508,755.

    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).