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

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

Hennion & Walsh Asset Management, Inc. held 281,038 IDV 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 281,038 shares
    Change vs previous 13F +8,131 shares

    0.35% of the 13F portfolio, value $11,856,981.

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

  2. period ended2026-06-30
    13F 272,907 shares
    Change vs previous 13F -16,717 shares

    0.32% of the 13F portfolio, value $11,306,537.

    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 289,624 shares
    Change vs previous 13F +4,809 shares

    0.41% of the 13F portfolio, value $12,326,398.

    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 284,815 shares
    Change vs previous 13F +14,726 shares

    0.39% of the 13F portfolio, value $11,235,952.

    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 270,089 shares
    Change vs previous 13F +20,629 shares

    0.36% of the 13F portfolio, value $9,871,753.

    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 249,460 shares
    Change vs previous 13F +158,214 shares

    0.35% of the 13F portfolio, value $8,608,865.

    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 91,246 shares
    Change vs previous 13F +5,527 shares

    0.13% of the 13F portfolio, value $2,830,451.

    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 85,719 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,346,986.

    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).