Skip to content
Disclosery

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

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

Hennion & Walsh Asset Management, Inc. held 3,150 WSO 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 3,150 shares
    Change vs previous 13F +136 shares

    0.03% of the 13F portfolio, value $953,474.

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

  2. period ended2026-06-30
    13F 3,014 shares
    Change vs previous 13F -36 shares

    0.04% of the 13F portfolio, value $1,256,024.

    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 3,050 shares
    Change vs previous 13F -110 shares

    0.04% of the 13F portfolio, value $1,109,560.

    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 3,160 shares
    Change vs previous 13F -154 shares

    0.04% of the 13F portfolio, value $1,064,762.

    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 3,314 shares
    Change vs previous 13F +42 shares

    0.05% of the 13F portfolio, value $1,339,850.

    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 3,272 shares
    Change vs previous 13F -170 shares

    0.06% of the 13F portfolio, value $1,444,981.

    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 3,442 shares
    Change vs previous 13F -135 shares

    0.08% of the 13F portfolio, value $1,749,569.

    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 3,577 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,695,105.

    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).