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Long Run Wealth Advisors, LLC: IEFA position timeline

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

Long Run Wealth Advisors, LLC held 371,738 IEFA 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 371,738 shares
    Change vs previous 13F +18,404 shares

    6.27% of the 13F portfolio, value $33,255,681.

    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 353,334 shares
    Change vs previous 13F +10,644 shares

    6.05% of the 13F portfolio, value $30,849,620.

    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 342,690 shares
    Change vs previous 13F +11,366 shares

    6% of the 13F portfolio, value $28,607,761.

    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 331,324 shares
    Change vs previous 13F -19,118 shares

    5.68% of the 13F portfolio, value $25,064,627.

    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 350,442 shares
    Change vs previous 13F +26,774 shares

    5.9% of the 13F portfolio, value $24,629,058.

    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 323,668 shares
    Change vs previous 13F +10,159 shares

    5.95% of the 13F portfolio, value $25,262,271.

    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 313,509 shares
    Change vs previous 13F +12,573 shares

    5.76% of the 13F portfolio, value $22,773,278.

    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 300,936 shares
    Change vs previous 13F not available

    5.88% of the 13F portfolio, value $22,335,476.

    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).