Skip to content
Disclosery

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

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

Hennion & Walsh Asset Management, Inc. held 12,713 USB 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 12,713 shares
    Change vs previous 13F +746 shares

    0.02% of the 13F portfolio, value $734,303.

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

  2. period ended2026-06-30
    13F 11,967 shares
    Change vs previous 13F +5,444 shares

    0.02% of the 13F portfolio, value $722,807.

    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 6,523 shares
    Change vs previous 13F -4 shares

    0.01% of the 13F portfolio, value $339,261.

    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 6,527 shares
    Change vs previous 13F +925 shares

    0.01% of the 13F portfolio, value $348,281.

    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 5,602 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $270,745.

    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).