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Long Run Wealth Advisors, LLC: VYM position timeline

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

Long Run Wealth Advisors, LLC held 156,215 VYM 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 156,215 shares
    Change vs previous 13F +4,548 shares

    4.22% of the 13F portfolio, value $22,420,030.

    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 151,667 shares
    Change vs previous 13F +4,845 shares

    4.2% of the 13F portfolio, value $21,377,474.

    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 146,822 shares
    Change vs previous 13F +3,038 shares

    4.11% of the 13F portfolio, value $19,572,800.

    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 143,784 shares
    Change vs previous 13F +18,330 shares

    4.2% of the 13F portfolio, value $18,542,438.

    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 125,454 shares
    Change vs previous 13F +717 shares

    3.84% of the 13F portfolio, value $16,006,703.

    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 124,737 shares
    Change vs previous 13F -8 shares

    3.76% of the 13F portfolio, value $15,991,239.

    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 124,745 shares
    Change vs previous 13F -2,747 shares

    3.75% of the 13F portfolio, value $14,794,700.

    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 127,492 shares
    Change vs previous 13F not available

    4.06% of the 13F portfolio, value $15,425,237.

    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).