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Long Run Wealth Advisors, LLC: AGG position timeline

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

Long Run Wealth Advisors, LLC held 30,850 AGG 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 30,850 shares
    Change vs previous 13F +653 shares

    0.58% of the 13F portfolio, value $3,081,318.

    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 30,197 shares
    Change vs previous 13F -59,534 shares

    0.59% of the 13F portfolio, value $3,027,277.

    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 89,731 shares
    Change vs previous 13F +1,811 shares

    1.87% of the 13F portfolio, value $8,901,321.

    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 87,920 shares
    Change vs previous 13F +31,786 shares

    1.97% of the 13F portfolio, value $8,697,069.

    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 56,134 shares
    Change vs previous 13F +2,501 shares

    1.3% of the 13F portfolio, value $5,439,407.

    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 53,633 shares
    Change vs previous 13F +33,244 shares

    1.28% of the 13F portfolio, value $5,431,372.

    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 20,389 shares
    Change vs previous 13F +55 shares

    0.5% of the 13F portfolio, value $1,979,160.

    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 20,334 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,991,512.

    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).