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Long Run Wealth Advisors, LLC: XLK position timeline

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

Long Run Wealth Advisors, LLC held 226,428 XLK 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 226,428 shares
    Change vs previous 13F +117,587 shares

    6.14% of the 13F portfolio, value $32,598,783.

    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 108,841 shares
    Change vs previous 13F -2,290 shares

    6.02% of the 13F portfolio, value $30,677,935.

    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 111,131 shares
    Change vs previous 13F -4,619 shares

    5.9% of the 13F portfolio, value $28,141,602.

    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 115,750 shares
    Change vs previous 13F +15,784 shares

    5.42% of the 13F portfolio, value $23,900,151.

    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 99,966 shares
    Change vs previous 13F -8,473 shares

    5.57% of the 13F portfolio, value $23,244,096.

    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 108,439 shares
    Change vs previous 13F +2,549 shares

    5.76% of the 13F portfolio, value $24,481,248.

    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 105,890 shares
    Change vs previous 13F +13,300 shares

    6.06% of the 13F portfolio, value $23,955,585.

    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 92,590 shares
    Change vs previous 13F not available

    5.08% of the 13F portfolio, value $19,283,621.

    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).