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Long Run Wealth Advisors, LLC: BILS position timeline

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

Long Run Wealth Advisors, LLC held 105,026 BILS 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 105,026 shares
    Change vs previous 13F -13,352 shares

    1.96% of the 13F portfolio, value $10,420,705.

    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 118,378 shares
    Change vs previous 13F +10,175 shares

    2.31% of the 13F portfolio, value $11,780,934.

    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 108,203 shares
    Change vs previous 13F +18,102 shares

    2.26% of the 13F portfolio, value $10,758,632.

    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 90,101 shares
    Change vs previous 13F +41,527 shares

    2.03% of the 13F portfolio, value $8,964,146.

    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 48,574 shares
    Change vs previous 13F +23,665 shares

    1.15% of the 13F portfolio, value $4,816,130.

    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 24,909 shares
    Change vs previous 13F +9,409 shares

    0.58% of the 13F portfolio, value $2,480,472.

    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 15,500 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,540,235.

    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 15,500 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,541,010.

    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).