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Long Run Wealth Advisors, LLC: CWENA position timeline

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

Long Run Wealth Advisors, LLC held 55,138 CWENA 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 55,138 shares
    Change vs previous 13F -834 shares

    0.33% of the 13F portfolio, value $1,732,421.

    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 55,972 shares
    Change vs previous 13F +9,790 shares

    0.3% of the 13F portfolio, value $1,507,322.

    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 46,182 shares
    Change vs previous 13F -2,842 shares

    0.29% of the 13F portfolio, value $1,397,479.

    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 49,024 shares
    Change vs previous 13F -242 shares

    0.32% of the 13F portfolio, value $1,395,217.

    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 49,266 shares
    Change vs previous 13F +5,071 shares

    0.29% of the 13F portfolio, value $1,204,560.

    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 44,195 shares
    Change vs previous 13F +342 shares

    0.3% of the 13F portfolio, value $1,258,230.

    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 43,853 shares
    Change vs previous 13F +2,226 shares

    0.25% of the 13F portfolio, value $993,702.

    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 41,627 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $895,389.

    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).