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Long Run Wealth Advisors, LLC: VTI position timeline

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

Long Run Wealth Advisors, LLC held 14,199 VTI 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 14,199 shares
    Change vs previous 13F +309 shares

    0.9% of the 13F portfolio, value $4,760,376.

    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 13,890 shares
    Change vs previous 13F -76 shares

    0.89% of the 13F portfolio, value $4,558,345.

    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 13,966 shares
    Change vs previous 13F -829 shares

    0.89% of the 13F portfolio, value $4,244,774.

    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 14,795 shares
    Change vs previous 13F +80 shares

    0.92% of the 13F portfolio, value $4,066,199.

    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 14,715 shares
    Change vs previous 13F +1,230 shares

    1.02% of the 13F portfolio, value $4,264,474.

    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 13,485 shares
    Change vs previous 13F +42 shares

    0.9% of the 13F portfolio, value $3,818,279.

    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 13,443 shares
    Change vs previous 13F +9,413 shares

    0.91% of the 13F portfolio, value $3,596,184.

    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 4,030 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,047,443.

    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).