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

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

Hennion & Walsh Asset Management, Inc. held 49,079 HWM 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 49,079 shares
    Change vs previous 13F +6,574 shares

    0.32% of the 13F portfolio, value $11,100,688.

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

  2. period ended2026-06-30
    13F 42,505 shares
    Change vs previous 13F +5,049 shares

    0.33% of the 13F portfolio, value $11,427,894.

    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 37,456 shares
    Change vs previous 13F +10,918 shares

    0.29% of the 13F portfolio, value $8,632,110.

    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 26,538 shares
    Change vs previous 13F +3,518 shares

    0.19% of the 13F portfolio, value $5,440,821.

    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 23,020 shares
    Change vs previous 13F +4,675 shares

    0.16% of the 13F portfolio, value $4,517,215.

    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 18,345 shares
    Change vs previous 13F +4,144 shares

    0.14% of the 13F portfolio, value $3,414,555.

    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 14,201 shares
    Change vs previous 13F +1,376 shares

    0.08% of the 13F portfolio, value $1,842,296.

    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 12,825 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,402,670.

    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).