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

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

Hennion & Walsh Asset Management, Inc. held 89,486 SAR 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 89,486 shares
    Change vs previous 13F -37,554 shares

    0.04% of the 13F portfolio, value $1,490,837.

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

  2. period ended2026-06-30
    13F 127,040 shares
    Change vs previous 13F -10,635 shares

    0.08% of the 13F portfolio, value $2,834,262.

    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 137,675 shares
    Change vs previous 13F -3,795 shares

    0.1% of the 13F portfolio, value $3,010,952.

    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 141,470 shares
    Change vs previous 13F -38,593 shares

    0.11% of the 13F portfolio, value $3,263,713.

    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 180,063 shares
    Change vs previous 13F -28,545 shares

    0.16% of the 13F portfolio, value $4,391,737.

    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 208,608 shares
    Change vs previous 13F +15,440 shares

    0.21% of the 13F portfolio, value $5,173,478.

    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 193,168 shares
    Change vs previous 13F +48,351 shares

    0.22% of the 13F portfolio, value $4,892,945.

    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 144,817 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,464,023.

    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).