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

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

Hennion & Walsh Asset Management, Inc. held 5,983 UPS 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 5,983 shares
    Change vs previous 13F -170 shares

    0.02% of the 13F portfolio, value $559,052.

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

  2. period ended2026-06-30
    13F 6,153 shares
    Change vs previous 13F -49 shares

    0.02% of the 13F portfolio, value $661,448.

    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 6,202 shares
    Change vs previous 13F -2,181 shares

    0.02% of the 13F portfolio, value $610,153.

    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 8,383 shares
    Change vs previous 13F -188 shares

    0.03% of the 13F portfolio, value $831,510.

    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 8,571 shares
    Change vs previous 13F -3,421 shares

    0.03% of the 13F portfolio, value $715,936.

    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 11,992 shares
    Change vs previous 13F -604 shares

    0.05% of the 13F portfolio, value $1,210,472.

    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 12,596 shares
    Change vs previous 13F -341 shares

    0.06% of the 13F portfolio, value $1,385,434.

    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).

  8. period ended2024-12-31
    13F 12,937 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,631,356.

    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).