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

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

Hennion & Walsh Asset Management, Inc. held 353,240 INDV 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 353,240 shares
    Change vs previous 13F -7,005 shares

    0.37% of the 13F portfolio, value $12,663,654.

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

  2. period ended2026-06-30
    13F 360,245 shares
    Change vs previous 13F +29,554 shares

    0.42% of the 13F portfolio, value $14,780,852.

    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 330,691 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $10,079,462.

    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).