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Long Run Wealth Advisors, LLC: WFC position timeline

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

Long Run Wealth Advisors, LLC held 46,407 WFC 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 46,407 shares
    Change vs previous 13F +383 shares

    0.82% of the 13F portfolio, value $4,325,155.

    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 46,024 shares
    Change vs previous 13F -2,016 shares

    0.76% of the 13F portfolio, value $3,857,728.

    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 48,040 shares
    Change vs previous 13F -2,510 shares

    0.81% of the 13F portfolio, value $3,848,956.

    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 50,550 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $3,628,998.

    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).