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

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

Hennion & Walsh Asset Management, Inc. held 27,075 SBH 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 27,075 shares
    Change vs previous 13F +1,236 shares

    0.01% of the 13F portfolio, value $444,572.

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

  2. period ended2026-06-30
    13F 25,839 shares
    Change vs previous 13F -136 shares

    0.01% of the 13F portfolio, value $365,363.

    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 25,975 shares
    Change vs previous 13F -428 shares

    0.01% of the 13F portfolio, value $359,754.

    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 26,403 shares
    Change vs previous 13F +8,416 shares

    0.01% of the 13F portfolio, value $376,507.

    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 17,987 shares
    Change vs previous 13F +4,862 shares

    0.01% of the 13F portfolio, value $292,828.

    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 13,125 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $121,538.

    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).