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

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

Hennion & Walsh Asset Management, Inc. held 35,989 MD 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 35,989 shares
    Change vs previous 13F +400 shares

    0.03% of the 13F portfolio, value $925,997.

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

  2. period ended2026-06-30
    13F 35,589 shares
    Change vs previous 13F -514 shares

    0.03% of the 13F portfolio, value $901,469.

    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 36,103 shares
    Change vs previous 13F -495 shares

    0.03% of the 13F portfolio, value $772,243.

    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 36,598 shares
    Change vs previous 13F +4,735 shares

    0.03% of the 13F portfolio, value $782,831.

    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 31,863 shares
    Change vs previous 13F +2,315 shares

    0.02% of the 13F portfolio, value $533,705.

    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 29,548 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $424,014.

    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).