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

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

Hennion & Walsh Asset Management, Inc. held 109,109 SMR 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 109,109 shares
    Change vs previous 13F +24,910 shares

    0.03% of the 13F portfolio, value $861,961.

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

  2. period ended2026-06-30
    13F 84,199 shares
    Change vs previous 13F +19,679 shares

    0.02% of the 13F portfolio, value $844,516.

    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 64,520 shares
    Change vs previous 13F +23,854 shares

    0.02% of the 13F portfolio, value $699,397.

    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 40,666 shares
    Change vs previous 13F +9,815 shares

    0.02% of the 13F portfolio, value $576,237.

    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 30,851 shares
    Change vs previous 13F +11,244 shares

    0.04% of the 13F portfolio, value $1,110,636.

    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 19,607 shares
    Change vs previous 13F +7,625 shares

    0.03% of the 13F portfolio, value $775,653.

    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 11,982 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $169,665.

    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).