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Long Run Wealth Advisors, LLC: EFV position timeline

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

Long Run Wealth Advisors, LLC held 258,023 EFV 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 258,023 shares
    Change vs previous 13F +9,341 shares

    3.47% of the 13F portfolio, value $18,425,402.

    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 248,682 shares
    Change vs previous 13F +7,859 shares

    3.31% of the 13F portfolio, value $16,868,106.

    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 240,823 shares
    Change vs previous 13F +3,586 shares

    3.21% of the 13F portfolio, value $15,287,445.

    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 237,237 shares
    Change vs previous 13F -8,245 shares

    3.17% of the 13F portfolio, value $13,982,723.

    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 245,482 shares
    Change vs previous 13F +20,733 shares

    3.09% of the 13F portfolio, value $12,880,449.

    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 224,749 shares
    Change vs previous 13F +3,520 shares

    3.04% of the 13F portfolio, value $12,929,827.

    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 221,229 shares
    Change vs previous 13F -772 shares

    2.97% of the 13F portfolio, value $11,734,002.

    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 222,001 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $12,076,865.

    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).