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

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

Hennion & Walsh Asset Management, Inc. held 79,650 HTD 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 79,650 shares
    Change vs previous 13F +35,654 shares

    0.05% of the 13F portfolio, value $1,766,637.

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

  2. period ended2026-06-30
    13F 43,996 shares
    Change vs previous 13F +29,867 shares

    0.03% of the 13F portfolio, value $1,121,458.

    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 14,129 shares
    Change vs previous 13F -1,263 shares

    0.01% of the 13F portfolio, value $349,975.

    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 15,392 shares
    Change vs previous 13F -12,887 shares

    0.01% of the 13F portfolio, value $364,175.

    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 28,279 shares
    Change vs previous 13F -14,527 shares

    0.03% of the 13F portfolio, value $701,319.

    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 42,806 shares
    Change vs previous 13F -1,269 shares

    0.04% of the 13F portfolio, value $1,001,232.

    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 44,075 shares
    Change vs previous 13F -44 shares

    0.05% of the 13F portfolio, value $1,054,715.

    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 44,119 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $971,500.

    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).