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

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

Hennion & Walsh Asset Management, Inc. held 5,859 WSM 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 5,859 shares
    Change vs previous 13F +1,255 shares

    0.04% of the 13F portfolio, value $1,335,500.

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

  2. period ended2026-06-30
    13F 4,604 shares
    Change vs previous 13F -5,293 shares

    0.03% of the 13F portfolio, value $1,073,192.

    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 9,897 shares
    Change vs previous 13F -542 shares

    0.06% of the 13F portfolio, value $1,804,520.

    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 10,439 shares
    Change vs previous 13F -5,455 shares

    0.06% of the 13F portfolio, value $1,864,301.

    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 15,894 shares
    Change vs previous 13F -3,285 shares

    0.11% of the 13F portfolio, value $3,106,482.

    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 19,179 shares
    Change vs previous 13F -862 shares

    0.13% of the 13F portfolio, value $3,133,273.

    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 20,041 shares
    Change vs previous 13F -2,432 shares

    0.14% of the 13F portfolio, value $3,168,482.

    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 22,473 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,161,550.

    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).