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Long Run Wealth Advisors, LLC: UPS position timeline

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

Long Run Wealth Advisors, LLC held 18,856 UPS 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 18,856 shares
    Change vs previous 13F -88 shares

    0.35% of the 13F portfolio, value $1,870,338.

    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 18,944 shares
    Change vs previous 13F +4,025 shares

    0.31% of the 13F portfolio, value $1,582,379.

    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 14,919 shares
    Change vs previous 13F +2,639 shares

    0.32% of the 13F portfolio, value $1,505,913.

    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 12,280 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,350,633.

    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).