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

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

Hennion & Walsh Asset Management, Inc. held 19,544 WM 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 19,544 shares
    Change vs previous 13F -5,408 shares

    0.12% of the 13F portfolio, value $3,985,412.

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

  2. period ended2026-06-30
    13F 24,952 shares
    Change vs previous 13F -645 shares

    0.16% of the 13F portfolio, value $5,561,302.

    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 25,597 shares
    Change vs previous 13F -4,799 shares

    0.2% of the 13F portfolio, value $5,881,935.

    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 30,396 shares
    Change vs previous 13F +469 shares

    0.23% of the 13F portfolio, value $6,678,305.

    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 29,927 shares
    Change vs previous 13F +5,587 shares

    0.24% of the 13F portfolio, value $6,608,779.

    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 24,340 shares
    Change vs previous 13F +1,100 shares

    0.22% of the 13F portfolio, value $5,569,479.

    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 23,240 shares
    Change vs previous 13F +3,536 shares

    0.24% of the 13F portfolio, value $5,380,292.

    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 19,704 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,976,070.

    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).