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Sightline Wealth Advisors, LLC: BKAG position timeline

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

Sightline Wealth Advisors, LLC held 112,492 BKAG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,492 shares
    Change vs previous 13F +13,426 shares

    1.73% of the 13F portfolio, value $4,719,053.

    13F-HR 0001951757-26-001024 filed by Sightline 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 ended2026-03-31
    13F 99,066 shares
    Change vs previous 13F +50,908 shares

    1.77% of the 13F portfolio, value $4,180,599.

    13F-HR 0001951757-26-000612 filed by Sightline 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 ended2025-12-31
    13F 48,158 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,041,084.

    13F-HR 0001951757-26-000307 filed by Sightline Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).