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

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

Hennion & Walsh Asset Management, Inc. held 132,064 PWZ 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 132,064 shares
    Change vs previous 13F +132,064 shares

    0.09% of the 13F portfolio, value $2,946,348.

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

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -99,712 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 99,712 shares
    Change vs previous 13F +22,146 shares

    0.08% of the 13F portfolio, value $2,409,042.

    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).

  4. period ended2025-09-30
    13F 77,566 shares
    Change vs previous 13F +36,763 shares

    0.07% of the 13F portfolio, value $1,855,379.

    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).

  5. period ended2025-06-30
    13F 40,803 shares
    Change vs previous 13F +7,243 shares

    0.04% of the 13F portfolio, value $952,342.

    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).

  6. period ended2025-03-31
    13F 33,560 shares
    Change vs previous 13F +5,461 shares

    0.04% of the 13F portfolio, value $800,406.

    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).

  7. period ended2024-12-31
    13F 28,099 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $694,045.

    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).