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Long Run Wealth Advisors, LLC: XLF position timeline

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

Long Run Wealth Advisors, LLC held 273,007 XLF 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 273,007 shares
    Change vs previous 13F +15,356 shares

    2.82% of the 13F portfolio, value $14,952,610.

    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 257,651 shares
    Change vs previous 13F +11,226 shares

    2.72% of the 13F portfolio, value $13,879,672.

    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 246,425 shares
    Change vs previous 13F +9,472 shares

    2.71% of the 13F portfolio, value $12,905,296.

    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 236,953 shares
    Change vs previous 13F +40,567 shares

    2.68% of the 13F portfolio, value $11,802,613.

    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 196,386 shares
    Change vs previous 13F -14,311 shares

    2.27% of the 13F portfolio, value $9,491,351.

    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 210,697 shares
    Change vs previous 13F -2,115 shares

    2.25% of the 13F portfolio, value $9,548,774.

    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 212,812 shares
    Change vs previous 13F -8,234 shares

    2.21% of the 13F portfolio, value $8,748,692.

    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 221,046 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $9,310,469.

    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).