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Long Run Wealth Advisors, LLC: SUSA position timeline

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

Long Run Wealth Advisors, LLC held 28,940 SUSA 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 28,940 shares
    Change vs previous 13F -6 shares

    0.76% of the 13F portfolio, value $4,032,653.

    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 28,946 shares
    Change vs previous 13F -1,505 shares

    0.77% of the 13F portfolio, value $3,926,557.

    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 30,451 shares
    Change vs previous 13F -1,693 shares

    0.81% of the 13F portfolio, value $3,859,612.

    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 32,144 shares
    Change vs previous 13F +8 shares

    0.84% of the 13F portfolio, value $3,692,392.

    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 32,136 shares
    Change vs previous 13F -1,761 shares

    0.94% of the 13F portfolio, value $3,907,467.

    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 33,897 shares
    Change vs previous 13F -585 shares

    0.96% of the 13F portfolio, value $4,080,241.

    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 34,482 shares
    Change vs previous 13F -6,911 shares

    0.98% of the 13F portfolio, value $3,874,742.

    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 41,393 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $4,518,874.

    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).