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Sightline Wealth Advisors, LLC: NAD position timeline

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

Sightline Wealth Advisors, LLC held 213,893 NAD 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 213,893 shares
    Change vs previous 13F +12,395 shares

    0.95% of the 13F portfolio, value $2,592,387.

    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 201,498 shares
    Change vs previous 13F +160,026 shares

    0.98% of the 13F portfolio, value $2,317,233.

    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 41,472 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $498,491.

    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).