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Sightline Wealth Advisors, LLC: IXUS position timeline

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

Sightline Wealth Advisors, LLC held 11,007 IXUS 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 11,007 shares
    Change vs previous 13F -2,790 shares

    0.38% of the 13F portfolio, value $1,050,542.

    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 13,797 shares
    Change vs previous 13F -21,944 shares

    0.51% of the 13F portfolio, value $1,195,361.

    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 35,741 shares
    Change vs previous 13F -18,433 shares

    1.29% of the 13F portfolio, value $3,025,125.

    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 54,174 shares
    Change vs previous 13F -3,455 shares

    2.02% of the 13F portfolio, value $4,473,713.

    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 57,629 shares
    Change vs previous 13F -526 shares

    2.15% of the 13F portfolio, value $4,455,332.

    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 58,155 shares
    Change vs previous 13F -1,250 shares

    2.14% of the 13F portfolio, value $4,059,781.

    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 59,405 shares
    Change vs previous 13F +6,091 shares

    2.12% of the 13F portfolio, value $3,929,038.

    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 53,314 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $3,872,229.

    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).