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Long Run Wealth Advisors, LLC: XLP position timeline

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

Long Run Wealth Advisors, LLC held 76,017 XLP 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 76,017 shares
    Change vs previous 13F +4,078 shares

    1.11% of the 13F portfolio, value $5,905,007.

    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 71,939 shares
    Change vs previous 13F +8,989 shares

    1.11% of the 13F portfolio, value $5,637,872.

    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 62,950 shares
    Change vs previous 13F +3,452 shares

    1.07% of the 13F portfolio, value $5,097,058.

    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 59,498 shares
    Change vs previous 13F +1,561 shares

    1.1% of the 13F portfolio, value $4,859,176.

    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 57,937 shares
    Change vs previous 13F +1,131 shares

    1.09% of the 13F portfolio, value $4,554,419.

    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 56,806 shares
    Change vs previous 13F -1,227 shares

    1.11% of the 13F portfolio, value $4,714,873.

    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 58,033 shares
    Change vs previous 13F +42,525 shares

    1.12% of the 13F portfolio, value $4,444,151.

    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 15,508 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,184,183.

    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).