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Manager record

Hennion & Walsh Asset Management, Inc.

Parsippany, NJ · CIK 1861642 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$3.42BReported 13F valueQ3 2026 · as filed
975Holdings listed
-2.4%vs prior quartervalue change includes market moves
6Quarters on record
Oct 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $2.5B$2.5BQ2 2025920 holdingsQ3 2025: $2.8B$2.8BQ3 2025941 holdingsQ4 2025: $2.9B$2.9BQ4 2025930 holdingsQ1 2026: $3.0B$3.0BQ1 2026934 holdingsQ2 2026: $3.5B$3.5BQ2 2026960 holdingsQ3 2026: $3.4B$3.4BQ3 2026975 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 13 2026 13F-HR · period Q3 2026

$3.42B · 975 holdings listed · View original SEC filing ↗
Jul 08 2026 13F-HR · period Q2 2026

$3.50B · 960 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR · period Q1 2026

$2.97B · 934 holdings listed · View original SEC filing ↗
Jan 14 2026 13F-HR · period Q4 2025

$2.90B · 930 holdings listed · View original SEC filing ↗
Oct 22 2025 13F-HR · period Q3 2025

$2.76B · 941 holdings listed · View original SEC filing ↗
Aug 07 2025 13F-HR · period Q2 2025

$2.48B · 920 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 13, 2026 · Change methodology