Skip to content
Disclosery

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

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

Hennion & Walsh Asset Management, Inc. held 288,709 OBDC 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 288,709 shares
    Change vs previous 13F -64,879 shares

    0.09% of the 13F portfolio, value $3,028,557.

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

  2. period ended2026-06-30
    13F 353,588 shares
    Change vs previous 13F -21,565 shares

    0.11% of the 13F portfolio, value $3,843,502.

    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 375,153 shares
    Change vs previous 13F +4,371 shares

    0.14% of the 13F portfolio, value $4,149,192.

    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 370,782 shares
    Change vs previous 13F +10,723 shares

    0.16% of the 13F portfolio, value $4,608,820.

    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 360,059 shares
    Change vs previous 13F +36,811 shares

    0.17% of the 13F portfolio, value $4,597,953.

    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 323,248 shares
    Change vs previous 13F +82,161 shares

    0.19% of the 13F portfolio, value $4,635,376.

    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 241,087 shares
    Change vs previous 13F +17,721 shares

    0.16% of the 13F portfolio, value $3,534,335.

    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 223,366 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,377,294.

    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).