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Long Run Wealth Advisors, LLC: IJR position timeline

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

Long Run Wealth Advisors, LLC held 97,584 IJR 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 97,584 shares
    Change vs previous 13F +1,797 shares

    2.21% of the 13F portfolio, value $11,727,611.

    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 95,787 shares
    Change vs previous 13F -3,200 shares

    2.23% of the 13F portfolio, value $11,382,391.

    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 98,987 shares
    Change vs previous 13F +1,617 shares

    2.27% of the 13F portfolio, value $10,818,250.

    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 97,370 shares
    Change vs previous 13F +10,112 shares

    2.31% of the 13F portfolio, value $10,182,011.

    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 87,258 shares
    Change vs previous 13F -2,728 shares

    2.41% of the 13F portfolio, value $10,053,845.

    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 89,986 shares
    Change vs previous 13F -4,883 shares

    2.48% of the 13F portfolio, value $10,524,809.

    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 94,869 shares
    Change vs previous 13F +296 shares

    2.56% of the 13F portfolio, value $10,118,730.

    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 94,573 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $10,452,187.

    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).