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

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

Hennion & Walsh Asset Management, Inc. held 75,164 SGOV 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 75,164 shares
    Change vs previous 13F +2,789 shares

    0.22% of the 13F portfolio, value $7,567,472.

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

  2. period ended2026-06-30
    13F 72,375 shares
    Change vs previous 13F +7,129 shares

    0.21% of the 13F portfolio, value $7,286,026.

    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 65,246 shares
    Change vs previous 13F +3,369 shares

    0.22% of the 13F portfolio, value $6,567,688.

    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 61,877 shares
    Change vs previous 13F +3,245 shares

    0.21% of the 13F portfolio, value $6,211,232.

    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 58,632 shares
    Change vs previous 13F +2,541 shares

    0.21% of the 13F portfolio, value $5,904,250.

    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 56,091 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $5,647,803.

    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).