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

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

Hennion & Walsh Asset Management, Inc. held 307,675 XSSPX 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 307,675 shares
    Change vs previous 13F +53,498 shares

    0.17% of the 13F portfolio, value $5,688,911.

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

  2. period ended2026-06-30
    13F 254,177 shares
    Change vs previous 13F +43,598 shares

    0.14% of the 13F portfolio, value $4,737,859.

    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 210,579 shares
    Change vs previous 13F +195,889 shares

    0.11% of the 13F portfolio, value $3,384,005.

    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 14,690 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $265,008.

    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).