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

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

Hennion & Walsh Asset Management, Inc. held 14,770 HEI 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 14,770 shares
    Change vs previous 13F +2,833 shares

    0.13% of the 13F portfolio, value $4,477,969.

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

  2. period ended2026-06-30
    13F 11,937 shares
    Change vs previous 13F +739 shares

    0.12% of the 13F portfolio, value $4,251,840.

    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 11,198 shares
    Change vs previous 13F +1,941 shares

    0.1% of the 13F portfolio, value $3,070,492.

    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 9,257 shares
    Change vs previous 13F +724 shares

    0.1% of the 13F portfolio, value $2,995,473.

    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 8,533 shares
    Change vs previous 13F +2,029 shares

    0.1% of the 13F portfolio, value $2,754,623.

    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 6,504 shares
    Change vs previous 13F +1,584 shares

    0.09% of the 13F portfolio, value $2,133,312.

    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 4,920 shares
    Change vs previous 13F +476 shares

    0.06% of the 13F portfolio, value $1,314,575.

    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 4,444 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,056,517.

    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).