Current Market Value 476,735,147
Current Holdings 105
Most Recent File Date 2025-08-06
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Long Run Wealth Advisors, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-06 2025-06-30 13F-HR 105 476,735
2025-04-10 2025-03-31 13F-HR 102 441,012
2025-01-27 2024-12-31 13F-HR 98 417,266
2024-10-30 2024-09-30 13F-HR 104 424,815
2024-07-19 2024-06-30 13F-HR 101 395,047
2024-04-25 2024-03-31 13F-HR 95 379,905
2024-01-10 2023-12-31 13F-HR 93 346,286
2023-10-10 2023-09-30 13F-HR 82 308,298
2023-07-17 2023-06-30 13F-HR 96 313,326
2023-04-21 2023-03-31 13F-HR 93 293,807
2023-01-26 2022-12-31 13F-HR 94 277,969
2022-11-09 2022-09-30 13F-HR 94 252,455
2022-07-19 2022-06-30 13F-HR 90 258,208
2022-04-27 2022-03-31 13F-HR 96 286,195
2022-01-21 2021-12-31 13F-HR 98 287,655