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

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

Hennion & Walsh Asset Management, Inc. held 196,381 IVV 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 196,381 shares
    Change vs previous 13F +4,867 shares

    4.4% of the 13F portfolio, value $150,398,511.

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

  2. period ended2026-06-30
    13F 191,514 shares
    Change vs previous 13F +14,031 shares

    4.09% of the 13F portfolio, value $143,422,940.

    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 177,483 shares
    Change vs previous 13F +6,225 shares

    3.9% of the 13F portfolio, value $115,933,609.

    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 171,258 shares
    Change vs previous 13F +5,651 shares

    4.05% of the 13F portfolio, value $117,301,307.

    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 165,607 shares
    Change vs previous 13F +2,847 shares

    4.01% of the 13F portfolio, value $110,840,528.

    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 162,760 shares
    Change vs previous 13F +1,909 shares

    4.08% of the 13F portfolio, value $101,057,403.

    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 160,851 shares
    Change vs previous 13F +95,822 shares

    4.02% of the 13F portfolio, value $90,382,428.

    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 65,029 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $38,281,034.

    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).