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Long Run Wealth Advisors, LLC: FIXD position timeline

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

Long Run Wealth Advisors, LLC held 0 FIXD shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -934,083 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 934,083 shares
    Change vs previous 13F +29,324 shares

    9.29% of the 13F portfolio, value $40,950,182.

    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).

  3. period ended2024-12-31
    13F 904,759 shares
    Change vs previous 13F +47,345 shares

    9.32% of the 13F portfolio, value $38,877,492.

    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).

  4. period ended2024-09-30
    13F 857,414 shares
    Change vs previous 13F +30,863 shares

    9.13% of the 13F portfolio, value $38,789,392.

    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).

  5. period ended2024-06-30
    13F 826,551 shares
    Change vs previous 13F +96,923 shares

    9.01% of the 13F portfolio, value $35,583,005.

    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).

  6. period ended2024-03-31
    13F 729,628 shares
    Change vs previous 13F not available

    8.37% of the 13F portfolio, value $31,811,785.

    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).