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Long Run Wealth Advisors, LLC: LMBS position timeline

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

Long Run Wealth Advisors, LLC held 279,354 LMBS 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 279,354 shares
    Change vs previous 13F +8,668 shares

    2.63% of the 13F portfolio, value $13,964,907.

    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 270,686 shares
    Change vs previous 13F +21,540 shares

    2.65% of the 13F portfolio, value $13,477,459.

    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 249,146 shares
    Change vs previous 13F +9,107 shares

    2.57% of the 13F portfolio, value $12,272,939.

    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 240,039 shares
    Change vs previous 13F +14,271 shares

    2.68% of the 13F portfolio, value $11,800,297.

    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 225,768 shares
    Change vs previous 13F +5,150 shares

    2.63% of the 13F portfolio, value $10,988,152.

    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 220,618 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $10,900,746.

    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).