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

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

Hennion & Walsh Asset Management, Inc. held 130,448 XGDVX 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 130,448 shares
    Change vs previous 13F +3,845 shares

    0.11% of the 13F portfolio, value $3,690,374.

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

  2. period ended2026-06-30
    13F 126,603 shares
    Change vs previous 13F +11,628 shares

    0.11% of the 13F portfolio, value $3,722,128.

    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 114,975 shares
    Change vs previous 13F +12,922 shares

    0.1% of the 13F portfolio, value $3,096,277.

    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 102,053 shares
    Change vs previous 13F +28,278 shares

    0.1% of the 13F portfolio, value $2,834,012.

    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 73,775 shares
    Change vs previous 13F +18,816 shares

    0.07% of the 13F portfolio, value $2,001,516.

    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 54,959 shares
    Change vs previous 13F +31,751 shares

    0.06% of the 13F portfolio, value $1,429,484.

    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 23,208 shares
    Change vs previous 13F +11,685 shares

    0.02% of the 13F portfolio, value $560,009.

    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 11,523 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $278,280.

    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).