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Sightline Wealth Advisors, LLC: IBDS position timeline

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

Sightline Wealth Advisors, LLC held 181,395 IBDS 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 181,395 shares
    Change vs previous 13F +40,799 shares

    1.61% of the 13F portfolio, value $4,393,392.

    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 140,596 shares
    Change vs previous 13F -51,958 shares

    1.44% of the 13F portfolio, value $3,408,035.

    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 192,554 shares
    Change vs previous 13F -17,048 shares

    1.99% of the 13F portfolio, value $4,675,213.

    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).

  4. period ended2025-09-30
    13F 209,602 shares
    Change vs previous 13F +24,246 shares

    2.3% of the 13F portfolio, value $5,101,717.

    13F-HR 0001951757-25-001245 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).

  5. period ended2025-06-30
    13F 185,356 shares
    Change vs previous 13F +48,586 shares

    2.17% of the 13F portfolio, value $4,498,580.

    13F-HR 0001951757-25-000830 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).

  6. period ended2025-03-31
    13F 136,770 shares
    Change vs previous 13F +5,811 shares

    1.74% of the 13F portfolio, value $3,307,104.

    13F-HR 0001951757-25-000476 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).

  7. period ended2024-12-31
    13F 130,959 shares
    Change vs previous 13F -4,083 shares

    1.69% of the 13F portfolio, value $3,137,768.

    13F-HR 0001951757-25-000013 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).

  8. period ended2024-09-30
    13F 135,042 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $3,290,963.

    13F-HR 0001951757-24-001094 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).