Hennion & Walsh Asset Management, Inc.
Holdings in APAM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,109,761 | 51,786 | Shares | Sole | 2026-01-14 |
| 2025-09-30 | $2,213,400 | 51,000 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $2,063,517 | 46,549 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $1,846,458 | 47,224 | Shares | Sole | 2025-04-10 |
| 2024-12-31 | $2,120,729 | 49,262 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $1,904,737 | 43,969 | Shares | Sole | 2024-10-22 |
| 2024-06-30 | $1,480,519 | 35,874 | Shares | Sole | 2024-07-19 |
| 2024-03-31 | $1,756,561 | 38,378 | Shares | Sole | 2024-04-17 |
| 2023-12-31 | $1,851,583 | 41,910 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $1,532,199 | 40,946 | Shares | Sole | 2023-10-27 |
| 2023-06-30 | $1,659,628 | 42,219 | Shares | Sole | 2023-08-09 |
| 2023-03-31 | $1,236,890 | 38,677 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $956,518 | 32,206 | Shares | Sole | 2023-01-12 |
| 2022-09-30 | $687,872 | 25,543 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $717,197 | 20,163 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $602,566 | 15,313 | Shares | Sole | 2022-04-26 |
| 2021-12-31 | $547,812 | 11,499 | Shares | Sole | 2022-02-14 |