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

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

Hennion & Walsh Asset Management, Inc. held 1,644,333 NAD 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 1,644,333 shares
    Change vs previous 13F +271,237 shares

    0.49% of the 13F portfolio, value $16,640,650.

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

  2. period ended2026-06-30
    13F 1,373,096 shares
    Change vs previous 13F +445,351 shares

    0.48% of the 13F portfolio, value $16,641,924.

    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 927,745 shares
    Change vs previous 13F +233,031 shares

    0.36% of the 13F portfolio, value $10,669,068.

    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 694,714 shares
    Change vs previous 13F +111,784 shares

    0.29% of the 13F portfolio, value $8,350,462.

    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 582,930 shares
    Change vs previous 13F -290,598 shares

    0.25% of the 13F portfolio, value $6,814,452.

    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 873,528 shares
    Change vs previous 13F -80,202 shares

    0.4% of the 13F portfolio, value $9,862,131.

    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 953,730 shares
    Change vs previous 13F -585,242 shares

    0.49% of the 13F portfolio, value $10,986,970.

    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 1,538,972 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $17,944,414.

    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).