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

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

Hennion & Walsh Asset Management, Inc. held 1,145,253 IIM 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 1,145,253 shares
    Change vs previous 13F -17,742 shares

    0.35% of the 13F portfolio, value $11,979,346.

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

  2. period ended2026-06-30
    13F 1,162,995 shares
    Change vs previous 13F +450,450 shares

    0.42% of the 13F portfolio, value $14,804,926.

    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 712,545 shares
    Change vs previous 13F +77,990 shares

    0.29% of the 13F portfolio, value $8,664,547.

    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 634,555 shares
    Change vs previous 13F -193,120 shares

    0.27% of the 13F portfolio, value $7,817,718.

    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 827,675 shares
    Change vs previous 13F +98,759 shares

    0.38% of the 13F portfolio, value $10,387,321.

    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 728,916 shares
    Change vs previous 13F -46,474 shares

    0.34% of the 13F portfolio, value $8,484,582.

    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 775,390 shares
    Change vs previous 13F -190,253 shares

    0.41% of the 13F portfolio, value $9,281,418.

    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 965,643 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $11,481,495.

    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).