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Long Run Wealth Advisors, LLC: SDY position timeline

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

Long Run Wealth Advisors, LLC held 14,212 SDY 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 14,212 shares
    Change vs previous 13F +102 shares

    0.37% of the 13F portfolio, value $1,977,799.

    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 14,110 shares
    Change vs previous 13F -145 shares

    0.39% of the 13F portfolio, value $1,976,058.

    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 14,255 shares
    Change vs previous 13F -197 shares

    0.41% of the 13F portfolio, value $1,934,834.

    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 14,452 shares
    Change vs previous 13F +88 shares

    0.44% of the 13F portfolio, value $1,960,822.

    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 14,364 shares
    Change vs previous 13F +86 shares

    0.45% of the 13F portfolio, value $1,897,489.

    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 14,278 shares
    Change vs previous 13F -633 shares

    0.48% of the 13F portfolio, value $2,028,047.

    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 14,911 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,896,381.

    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 14,911 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,956,920.

    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).