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Long Run Wealth Advisors, LLC: DSI position timeline

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

Long Run Wealth Advisors, LLC held 8,322 DSI 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 8,322 shares
    Change vs previous 13F +47 shares

    0.2% of the 13F portfolio, value $1,072,136.

    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 8,275 shares
    Change vs previous 13F -526 shares

    0.2% of the 13F portfolio, value $1,042,219.

    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 8,801 shares
    Change vs previous 13F -652 shares

    0.21% of the 13F portfolio, value $1,022,269.

    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 9,453 shares
    Change vs previous 13F +143 shares

    0.22% of the 13F portfolio, value $968,063.

    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 9,310 shares
    Change vs previous 13F -554 shares

    0.25% of the 13F portfolio, value $1,026,448.

    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 9,864 shares
    Change vs previous 13F -31 shares

    0.25% of the 13F portfolio, value $1,073,058.

    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 9,895 shares
    Change vs previous 13F -926 shares

    0.26% of the 13F portfolio, value $1,027,596.

    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 10,821 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,090,865.

    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).