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Long Run Wealth Advisors, LLC: USIG position timeline

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

Long Run Wealth Advisors, LLC held 1,195,107 USIG 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 1,195,107 shares
    Change vs previous 13F +27,821 shares

    11.66% of the 13F portfolio, value $61,870,700.

    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 1,167,286 shares
    Change vs previous 13F +98,387 shares

    11.96% of the 13F portfolio, value $60,955,674.

    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 1,068,899 shares
    Change vs previous 13F +36,445 shares

    11.53% of the 13F portfolio, value $54,984,154.

    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 1,032,454 shares
    Change vs previous 13F +40,733 shares

    11.96% of the 13F portfolio, value $52,737,766.

    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 991,721 shares
    Change vs previous 13F +32,569 shares

    11.95% of the 13F portfolio, value $49,863,716.

    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 959,152 shares
    Change vs previous 13F +53,084 shares

    11.87% of the 13F portfolio, value $50,432,228.

    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 906,068 shares
    Change vs previous 13F +93,295 shares

    11.52% of the 13F portfolio, value $45,493,691.

    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 812,773 shares
    Change vs previous 13F not available

    10.86% of the 13F portfolio, value $41,264,460.

    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).