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

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

Hennion & Walsh Asset Management, Inc. held 8,398 CW 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 8,398 shares
    Change vs previous 13F +1,208 shares

    0.13% of the 13F portfolio, value $4,567,000.

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

  2. period ended2026-06-30
    13F 7,190 shares
    Change vs previous 13F +43 shares

    0.16% of the 13F portfolio, value $5,448,294.

    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 7,147 shares
    Change vs previous 13F +1,030 shares

    0.16% of the 13F portfolio, value $4,867,965.

    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 6,117 shares
    Change vs previous 13F -640 shares

    0.12% of the 13F portfolio, value $3,372,119.

    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 6,757 shares
    Change vs previous 13F +1,235 shares

    0.13% of the 13F portfolio, value $3,668,646.

    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 5,522 shares
    Change vs previous 13F +1,016 shares

    0.11% of the 13F portfolio, value $2,697,773.

    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 4,506 shares
    Change vs previous 13F +308 shares

    0.06% of the 13F portfolio, value $1,429,619.

    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 4,198 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,489,744.

    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).