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

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

Hennion & Walsh Asset Management, Inc. held 7,039 GWRE 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 7,039 shares
    Change vs previous 13F -112 shares

    0.03% of the 13F portfolio, value $1,003,621.

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

  2. period ended2026-06-30
    13F 7,151 shares
    Change vs previous 13F +682 shares

    0.03% of the 13F portfolio, value $879,931.

    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 6,469 shares
    Change vs previous 13F +774 shares

    0.03% of the 13F portfolio, value $967,504.

    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 5,695 shares
    Change vs previous 13F +2,649 shares

    0.04% of the 13F portfolio, value $1,144,752.

    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 3,046 shares
    Change vs previous 13F +437 shares

    0.03% of the 13F portfolio, value $700,154.

    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 2,609 shares
    Change vs previous 13F +1,113 shares

    0.02% of the 13F portfolio, value $614,289.

    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 1,496 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $280,291.

    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).