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

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

Hennion & Walsh Asset Management, Inc. held 16,933 UL 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 16,933 shares
    Change vs previous 13F -1,237 shares

    0.03% of the 13F portfolio, value $1,028,341.

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

  2. period ended2026-06-30
    13F 18,170 shares
    Change vs previous 13F +415 shares

    0.03% of the 13F portfolio, value $1,092,380.

    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 17,755 shares
    Change vs previous 13F +3,193 shares

    0.03% of the 13F portfolio, value $1,011,502.

    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 14,562 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $952,355.

    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).