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

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

Hennion & Walsh Asset Management, Inc. held 319,267 PZT 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 319,267 shares
    Change vs previous 13F -34,387 shares

    0.19% of the 13F portfolio, value $6,570,515.

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

  2. period ended2026-06-30
    13F 353,654 shares
    Change vs previous 13F +38,969 shares

    0.23% of the 13F portfolio, value $8,040,182.

    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 314,685 shares
    Change vs previous 13F +37,541 shares

    0.23% of the 13F portfolio, value $6,945,098.

    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 277,144 shares
    Change vs previous 13F +39,534 shares

    0.21% of the 13F portfolio, value $6,184,191.

    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 237,610 shares
    Change vs previous 13F +3,474 shares

    0.19% of the 13F portfolio, value $5,284,684.

    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 234,136 shares
    Change vs previous 13F +22,904 shares

    0.2% of the 13F portfolio, value $5,066,703.

    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 211,232 shares
    Change vs previous 13F +60,970 shares

    0.21% of the 13F portfolio, value $4,668,227.

    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 150,262 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,410,947.

    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).