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

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

Hennion & Walsh Asset Management, Inc. held 30,567 CXM 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 30,567 shares
    Change vs previous 13F +1,395 shares

    <0.01% of the 13F portfolio, value $151,307.

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

  2. period ended2026-06-30
    13F 29,172 shares
    Change vs previous 13F -154 shares

    <0.01% of the 13F portfolio, value $150,528.

    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 29,326 shares
    Change vs previous 13F -482 shares

    0.01% of the 13F portfolio, value $175,956.

    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 29,808 shares
    Change vs previous 13F -24,867 shares

    0.01% of the 13F portfolio, value $231,906.

    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 54,675 shares
    Change vs previous 13F +4,002 shares

    0.02% of the 13F portfolio, value $422,091.

    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 50,673 shares
    Change vs previous 13F +14,232 shares

    0.02% of the 13F portfolio, value $428,694.

    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 36,441 shares
    Change vs previous 13F -318 shares

    0.01% of the 13F portfolio, value $304,282.

    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 36,759 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $310,614.

    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).