Sightline Wealth Advisors, LLC: AOA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sightline Wealth Advisors, LLC on AOA, newest first. How the timeline and the estimate are built.
Sightline Wealth Advisors, LLC held 2,998 AOA shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 2,998 sharesChange vs previous 13F +232 shares
0.11% of the 13F portfolio, value $292,573.
13F-HR 0001951757-26-001024 filed by Sightline Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,766 sharesChange vs previous 13F +2 shares
0.1% of the 13F portfolio, value $244,787.
13F-HR 0001951757-26-000612 filed by Sightline Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,764 sharesChange vs previous 13F +128 shares
0.11% of the 13F portfolio, value $247,568.
13F-HR 0001951757-26-000307 filed by Sightline Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,636 sharesChange vs previous 13F +18 shares
0.1% of the 13F portfolio, value $232,331.
13F-HR 0001951757-25-001245 filed by Sightline Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,618 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $218,306.
13F-HR 0001951757-25-000830 filed by Sightline Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).