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Long Run Wealth Advisors, LLC: CB position timeline

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

Long Run Wealth Advisors, LLC held 13,791 CB 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 13,791 shares
    Change vs previous 13F -60 shares

    0.81% of the 13F portfolio, value $4,304,570.

    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 13,851 shares
    Change vs previous 13F +1,038 shares

    0.77% of the 13F portfolio, value $3,909,393.

    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 12,813 shares
    Change vs previous 13F +522 shares

    0.78% of the 13F portfolio, value $3,712,128.

    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 12,291 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $3,711,759.

    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).