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

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

Hennion & Walsh Asset Management, Inc. held 18,897 HRB 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 18,897 shares
    Change vs previous 13F -5,771 shares

    0.02% of the 13F portfolio, value $771,942.

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

  2. period ended2026-06-30
    13F 24,668 shares
    Change vs previous 13F -6,860 shares

    0.03% of the 13F portfolio, value $939,357.

    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 31,528 shares
    Change vs previous 13F +3,712 shares

    0.03% of the 13F portfolio, value $1,000,699.

    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 27,816 shares
    Change vs previous 13F -6,797 shares

    0.04% of the 13F portfolio, value $1,212,221.

    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 34,613 shares
    Change vs previous 13F -779 shares

    0.06% of the 13F portfolio, value $1,750,379.

    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 35,392 shares
    Change vs previous 13F +1,236 shares

    0.08% of the 13F portfolio, value $1,942,667.

    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 34,156 shares
    Change vs previous 13F -33,036 shares

    0.08% of the 13F portfolio, value $1,875,506.

    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 67,192 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,550,425.

    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).