Net Worth Advisory Group »

Hennessy Advisors shares owned by Net Worth Advisory Group

Quarter-by-quarter ownership of Hennessy Advisors (HNNA) shares owned by Net Worth Advisory Group from 13F filings

Historical chart of Net Worth Advisory Group investment in Hennessy Advisors

Tip: Access up to 7 years of quarterly data

All positions including Hennessy Advisors held by Net Worth Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Hennessy Advisors by Net Worth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $140k 13k 10.45
2025-06-30 $175k 14k 12.60

More positions owned by Net Worth Advisory Group

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Spdr Series Trust Bloomberg Intl T (BWX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Short Treas Bd (SHV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Apple (AAPL)

View all positions for Net Worth Advisory Group

Top funds holding Hennessy Advisors

Vanguard Group
Truffle Hound Capital
Aegis Financial Corporation
Renaissance Technologies
Hanson McClain Advisors
Redhawk Wealth Advisors
Navellier & Associates
Perigon Wealth Management
Geode Capital Management
Dimensional Fund Advisors
Northern Trust
Susquehanna International
Citadel Advisors
Bridgeway Capital Management
Evergreen Capital Management

View all funds holding Hennessy Advisors