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

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

Hennion & Walsh Asset Management, Inc. held 182,901 IA 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 182,901 shares
    Change vs previous 13F -3,952 shares

    0.1% of the 13F portfolio, value $3,396,472.

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

  2. period ended2026-06-30
    13F 186,853 shares
    Change vs previous 13F +43,553 shares

    0.1% of the 13F portfolio, value $3,363,354.

    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 143,300 shares
    Change vs previous 13F +78,701 shares

    0.1% of the 13F portfolio, value $2,941,949.

    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 64,599 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,223,505.

    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).