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Long Run Wealth Advisors, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Long Run Wealth Advisors, LLC on AAPL, newest first. How the timeline and the estimate are built.

Long Run Wealth Advisors, LLC held 28,220 AAPL shares at 2025-12-31 per its 13F-HR filed 2026-02-02.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 28,220 shares
    Change vs previous 13F -9 shares

    1.45% of the 13F portfolio, value $7,671,934.

    13F-HR 0002085853-26-000159 filed by Long Run Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 28,229 shares
    Change vs previous 13F -4,288 shares

    1.41% of the 13F portfolio, value $7,188,001.

    13F-HR 0002085853-25-000038 filed by Long Run Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 32,517 shares
    Change vs previous 13F +1,280 shares

    1.4% of the 13F portfolio, value $6,671,415.

    13F-HR 0001667731-25-001057 filed by Long Run Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 31,237 shares
    Change vs previous 13F +2,969 shares

    1.57% of the 13F portfolio, value $6,938,616.

    13F-HR 0001667731-25-000397 filed by Long Run Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 28,268 shares
    Change vs previous 13F -2,689 shares

    1.7% of the 13F portfolio, value $7,078,764.

    13F-HR 0001667731-25-000135 filed by Long Run Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 30,957 shares
    Change vs previous 13F -2,306 shares

    1.7% of the 13F portfolio, value $7,212,919.

    13F-HR 0001903296-24-000005 filed by Long Run Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 33,263 shares
    Change vs previous 13F +3,458 shares

    1.77% of the 13F portfolio, value $7,005,802.

    13F-HR 0001903296-24-000003 filed by Long Run Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 29,805 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $5,110,885.

    13F-HR 0001903296-24-000002 filed by Long Run Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).