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Long Run Wealth Advisors, LLC: XLE position timeline

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

Long Run Wealth Advisors, LLC held 175,967 XLE 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 175,967 shares
    Change vs previous 13F +93,001 shares

    1.48% of the 13F portfolio, value $7,867,484.

    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 82,966 shares
    Change vs previous 13F +5,987 shares

    1.45% of the 13F portfolio, value $7,412,158.

    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 76,979 shares
    Change vs previous 13F +6,598 shares

    1.37% of the 13F portfolio, value $6,528,600.

    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 70,381 shares
    Change vs previous 13F -3,657 shares

    1.49% of the 13F portfolio, value $6,577,089.

    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 74,038 shares
    Change vs previous 13F +2,847 shares

    1.52% of the 13F portfolio, value $6,342,069.

    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 71,191 shares
    Change vs previous 13F +10,639 shares

    1.47% of the 13F portfolio, value $6,250,544.

    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 60,552 shares
    Change vs previous 13F +28,584 shares

    1.4% of the 13F portfolio, value $5,519,338.

    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 31,968 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $3,018,138.

    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).