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Long Run Wealth Advisors, LLC: XLC position timeline

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

Long Run Wealth Advisors, LLC held 78,137 XLC 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 78,137 shares
    Change vs previous 13F +4,155 shares

    1.73% of the 13F portfolio, value $9,198,260.

    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 73,982 shares
    Change vs previous 13F -1,371 shares

    1.72% of the 13F portfolio, value $8,757,248.

    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 75,353 shares
    Change vs previous 13F -532 shares

    1.72% of the 13F portfolio, value $8,178,053.

    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 75,885 shares
    Change vs previous 13F +5,382 shares

    1.66% of the 13F portfolio, value $7,319,088.

    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 70,503 shares
    Change vs previous 13F -8,443 shares

    1.64% of the 13F portfolio, value $6,825,381.

    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 78,946 shares
    Change vs previous 13F +464 shares

    1.68% of the 13F portfolio, value $7,136,700.

    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 78,482 shares
    Change vs previous 13F -46,815 shares

    1.7% of the 13F portfolio, value $6,722,788.

    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 125,297 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $10,231,770.

    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).