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Sightline Wealth Advisors, LLC: IBDT position timeline

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

Sightline Wealth Advisors, LLC held 147,599 IBDT 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 147,599 shares
    Change vs previous 13F +44,304 shares

    1.36% of the 13F portfolio, value $3,726,868.

    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 103,295 shares
    Change vs previous 13F -37,141 shares

    1.11% of the 13F portfolio, value $2,616,462.

    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 140,436 shares
    Change vs previous 13F -7,347 shares

    1.52% of the 13F portfolio, value $3,574,809.

    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 147,783 shares
    Change vs previous 13F +19,957 shares

    1.7% of the 13F portfolio, value $3,771,432.

    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 127,826 shares
    Change vs previous 13F +38,125 shares

    1.57% of the 13F portfolio, value $3,249,331.

    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 89,701 shares
    Change vs previous 13F +55,675 shares

    1.19% of the 13F portfolio, value $2,265,848.

    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 34,026 shares
    Change vs previous 13F +18,006 shares

    0.46% of the 13F portfolio, value $847,258.

    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 16,020 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $408,979.

    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).