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

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

Hennion & Walsh Asset Management, Inc. held 10,728 XBI 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 10,728 shares
    Change vs previous 13F +98 shares

    0.05% of the 13F portfolio, value $1,691,597.

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

  2. period ended2026-06-30
    13F 10,630 shares
    Change vs previous 13F +42 shares

    0.05% of the 13F portfolio, value $1,682,203.

    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 10,588 shares
    Change vs previous 13F -1,221 shares

    0.05% of the 13F portfolio, value $1,352,409.

    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 11,809 shares
    Change vs previous 13F -116 shares

    0.05% of the 13F portfolio, value $1,439,875.

    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 11,925 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $1,194,885.

    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 11,923 shares
    Change vs previous 13F +142 shares

    0.04% of the 13F portfolio, value $988,774.

    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 11,781 shares
    Change vs previous 13F +7,391 shares

    0.04% of the 13F portfolio, value $955,439.

    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 4,390 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $639,065.

    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).