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

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

Hennion & Walsh Asset Management, Inc. held 8,199 UMC 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 8,199 shares
    Change vs previous 13F +8,199 shares

    0.01% of the 13F portfolio, value $200,794.

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -86,571 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 86,571 shares
    Change vs previous 13F -73,802 shares

    0.02% of the 13F portfolio, value $656,208.

    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).

  4. period ended2025-06-30
    13F 160,373 shares
    Change vs previous 13F -22,887 shares

    0.05% of the 13F portfolio, value $1,226,853.

    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).

  5. period ended2025-03-31
    13F 183,260 shares
    Change vs previous 13F -17,506 shares

    0.06% of the 13F portfolio, value $1,310,309.

    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).

  6. period ended2024-12-31
    13F 200,766 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,302,971.

    13F-HR 0002000324-25-000017 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).