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

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

Hennion & Walsh Asset Management, Inc. held 1,056,208 XCEM 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 1,056,208 shares
    Change vs previous 13F +47,468 shares

    1.59% of the 13F portfolio, value $54,299,632.

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

  2. period ended2026-06-30
    13F 1,008,740 shares
    Change vs previous 13F +48,898 shares

    1.52% of the 13F portfolio, value $53,342,149.

    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 959,842 shares
    Change vs previous 13F +291,633 shares

    1.32% of the 13F portfolio, value $39,171,135.

    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 668,209 shares
    Change vs previous 13F +1,310 shares

    0.88% of the 13F portfolio, value $25,632,481.

    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 666,899 shares
    Change vs previous 13F +17,524 shares

    0.88% of the 13F portfolio, value $24,228,442.

    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 649,375 shares
    Change vs previous 13F +7,580 shares

    0.9% of the 13F portfolio, value $22,195,639.

    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 641,795 shares
    Change vs previous 13F +72,696 shares

    0.84% of the 13F portfolio, value $18,955,419.

    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 569,099 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $16,845,332.

    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).