Skip to content
Disclosery

Sightline Wealth Advisors, LLC: NUV position timeline

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

Sightline Wealth Advisors, LLC held 13,249 NUV 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 13,249 shares
    Change vs previous 13F +76 shares

    0.04% of the 13F portfolio, value $122,158.

    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 13,173 shares
    Change vs previous 13F +51 shares

    0.05% of the 13F portfolio, value $118,422.

    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 13,122 shares
    Change vs previous 13F -124 shares

    0.05% of the 13F portfolio, value $118,890.

    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 13,246 shares
    Change vs previous 13F +147 shares

    0.05% of the 13F portfolio, value $118,953.

    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 13,099 shares
    Change vs previous 13F -3,482 shares

    0.05% of the 13F portfolio, value $113,827.

    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 16,581 shares
    Change vs previous 13F +121 shares

    0.08% of the 13F portfolio, value $145,418.

    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 16,460 shares
    Change vs previous 13F +230 shares

    0.08% of the 13F portfolio, value $141,394.

    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 16,230 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $146,397.

    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).