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Long Run Wealth Advisors, LLC: AVGO position timeline

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

Long Run Wealth Advisors, LLC held 5,937 AVGO 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 5,937 shares
    Change vs previous 13F +151 shares

    0.39% of the 13F portfolio, value $2,054,968.

    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 5,786 shares
    Change vs previous 13F -1,131 shares

    0.37% of the 13F portfolio, value $1,908,932.

    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 6,917 shares
    Change vs previous 13F -1,306 shares

    0.4% of the 13F portfolio, value $1,906,543.

    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 8,223 shares
    Change vs previous 13F +2,494 shares

    0.31% of the 13F portfolio, value $1,376,784.

    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 5,729 shares
    Change vs previous 13F -1,985 shares

    0.32% of the 13F portfolio, value $1,328,121.

    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 7,714 shares
    Change vs previous 13F +6,674 shares

    0.31% of the 13F portfolio, value $1,330,663.

    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 1,040 shares
    Change vs previous 13F -107 shares

    0.42% of the 13F portfolio, value $1,669,164.

    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 1,147 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,519,716.

    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).