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Long Run Wealth Advisors, LLC: ICSH position timeline

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

Long Run Wealth Advisors, LLC held 24,882 ICSH 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 24,882 shares
    Change vs previous 13F +1,155 shares

    0.24% of the 13F portfolio, value $1,258,526.

    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 23,727 shares
    Change vs previous 13F -2,604 shares

    0.24% of the 13F portfolio, value $1,204,129.

    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 26,331 shares
    Change vs previous 13F -1,065 shares

    0.28% of the 13F portfolio, value $1,335,228.

    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 27,396 shares
    Change vs previous 13F +4,021 shares

    0.31% of the 13F portfolio, value $1,388,994.

    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 23,375 shares
    Change vs previous 13F -21,754 shares

    0.28% of the 13F portfolio, value $1,178,808.

    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 45,129 shares
    Change vs previous 13F +8,604 shares

    0.54% of the 13F portfolio, value $2,289,823.

    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 36,525 shares
    Change vs previous 13F -40,722 shares

    0.47% of the 13F portfolio, value $1,845,616.

    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 77,247 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $3,905,594.

    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).