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Long Run Wealth Advisors, LLC: XLI position timeline

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

Long Run Wealth Advisors, LLC held 79,606 XLI 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 79,606 shares
    Change vs previous 13F +3,706 shares

    2.33% of the 13F portfolio, value $12,348,447.

    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 75,900 shares
    Change vs previous 13F +1,741 shares

    2.3% of the 13F portfolio, value $11,706,014.

    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 74,159 shares
    Change vs previous 13F +591 shares

    2.29% of the 13F portfolio, value $10,940,002.

    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 73,568 shares
    Change vs previous 13F +3,252 shares

    2.19% of the 13F portfolio, value $9,642,571.

    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 70,316 shares
    Change vs previous 13F -865 shares

    2.22% of the 13F portfolio, value $9,264,836.

    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 71,181 shares
    Change vs previous 13F +1,280 shares

    2.27% of the 13F portfolio, value $9,640,769.

    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 69,901 shares
    Change vs previous 13F +23,091 shares

    2.16% of the 13F portfolio, value $8,518,796.

    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 46,810 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $5,896,173.

    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).