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

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

Hennion & Walsh Asset Management, Inc. held 126,554 SBRA 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 126,554 shares
    Change vs previous 13F +4,995 shares

    0.07% of the 13F portfolio, value $2,495,645.

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

  2. period ended2026-06-30
    13F 121,559 shares
    Change vs previous 13F +18,954 shares

    0.07% of the 13F portfolio, value $2,371,616.

    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 102,605 shares
    Change vs previous 13F +33,638 shares

    0.07% of the 13F portfolio, value $1,973,094.

    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 68,967 shares
    Change vs previous 13F +43,615 shares

    0.05% of the 13F portfolio, value $1,306,235.

    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 25,352 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $472,561.

    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).