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

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

Hennion & Walsh Asset Management, Inc. held 392,392 PHAT 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 392,392 shares
    Change vs previous 13F +65,114 shares

    0.08% of the 13F portfolio, value $2,864,462.

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

  2. period ended2026-06-30
    13F 327,278 shares
    Change vs previous 13F +181,346 shares

    0.1% of the 13F portfolio, value $3,550,966.

    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 145,932 shares
    Change vs previous 13F +30,951 shares

    0.05% of the 13F portfolio, value $1,621,305.

    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 114,981 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,907,535.

    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).