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Long Run Wealth Advisors, LLC: XLV position timeline

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

Long Run Wealth Advisors, LLC held 112,814 XLV 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 112,814 shares
    Change vs previous 13F +2,454 shares

    3.29% of the 13F portfolio, value $17,463,663.

    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 110,360 shares
    Change vs previous 13F +7,883 shares

    3.01% of the 13F portfolio, value $15,358,760.

    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 102,477 shares
    Change vs previous 13F +14,158 shares

    2.9% of the 13F portfolio, value $13,812,915.

    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 88,319 shares
    Change vs previous 13F -2,249 shares

    2.92% of the 13F portfolio, value $12,895,436.

    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 90,568 shares
    Change vs previous 13F +9,527 shares

    2.99% of the 13F portfolio, value $12,459,417.

    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 81,041 shares
    Change vs previous 13F +506 shares

    2.94% of the 13F portfolio, value $12,481,954.

    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 80,535 shares
    Change vs previous 13F -4,997 shares

    2.97% of the 13F portfolio, value $11,738,022.

    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 85,532 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $12,635,659.

    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).