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

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

Hennion & Walsh Asset Management, Inc. held 38,270 MSFT 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 38,270 shares
    Change vs previous 13F -582 shares

    0.57% of the 13F portfolio, value $19,628,683.

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

  2. period ended2026-06-30
    13F 38,852 shares
    Change vs previous 13F +2,196 shares

    0.41% of the 13F portfolio, value $14,492,573.

    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 36,656 shares
    Change vs previous 13F +398 shares

    0.46% of the 13F portfolio, value $13,568,951.

    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 36,258 shares
    Change vs previous 13F +841 shares

    0.61% of the 13F portfolio, value $17,535,094.

    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 35,417 shares
    Change vs previous 13F -61 shares

    0.66% of the 13F portfolio, value $18,344,235.

    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 35,478 shares
    Change vs previous 13F +1,229 shares

    0.71% of the 13F portfolio, value $17,647,112.

    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 34,249 shares
    Change vs previous 13F +1,154 shares

    0.57% of the 13F portfolio, value $12,856,732.

    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 33,095 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $14,184,318.

    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).