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Long Run Wealth Advisors, LLC: ESGU position timeline

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

Long Run Wealth Advisors, LLC held 35,182 ESGU 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 35,182 shares
    Change vs previous 13F +16 shares

    0.99% of the 13F portfolio, value $5,241,481.

    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 35,166 shares
    Change vs previous 13F -2,223 shares

    1% of the 13F portfolio, value $5,120,227.

    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 37,389 shares
    Change vs previous 13F -2,279 shares

    1.06% of the 13F portfolio, value $5,058,682.

    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 39,668 shares
    Change vs previous 13F +15 shares

    1.1% of the 13F portfolio, value $4,835,967.

    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 39,653 shares
    Change vs previous 13F -2,468 shares

    1.22% of the 13F portfolio, value $5,108,123.

    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 42,121 shares
    Change vs previous 13F -481 shares

    1.25% of the 13F portfolio, value $5,314,865.

    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 42,602 shares
    Change vs previous 13F -9,533 shares

    1.29% of the 13F portfolio, value $5,083,271.

    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 52,135 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $5,993,440.

    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).