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

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

Hennion & Walsh Asset Management, Inc. held 4,524 SRCE 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 4,524 shares
    Change vs previous 13F -56 shares

    0.01% of the 13F portfolio, value $382,278.

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

  2. period ended2026-06-30
    13F 4,580 shares
    Change vs previous 13F -136 shares

    0.01% of the 13F portfolio, value $373,636.

    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 4,716 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $326,394.

    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 4,708 shares
    Change vs previous 13F -381 shares

    0.01% of the 13F portfolio, value $294,203.

    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 5,089 shares
    Change vs previous 13F -88 shares

    0.01% of the 13F portfolio, value $313,279.

    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 5,177 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $321,336.

    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).