Long Run Wealth Advisors, LLC
- SEC CIK
- 0001903296
- Latest filing
- Feb 2, 2026
PFG holding history
Principal Financial Group Inc in every 13F filed by Long Run Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PFG overviewAll 13F holders of PFGFull Q4 2025 holdings
- Shares (Q4 2025)
- 2,488
- Value
- $219.5K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 2,488 | $219.5K | <0.1% | +22+0.9% | Added | Holders |
| Q3 2025 | 2,466 | $204.5K | <0.1% | +2,466 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −2,419−100.0% | Sold out | Holders |
| Q1 2025 | 2,419 | $204.1K | <0.1% | +2,419 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −2,376−100.0% | Sold out | Holders |
| Q3 2024 | 2,376 | $204.1K | <0.1% | +2,376 | New | Holders |