Skip to content
Disclosery

Sightline Wealth Advisors, LLC: NWL position timeline

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

Sightline Wealth Advisors, LLC held 108,479 NWL 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 108,479 shares
    Change vs previous 13F +30,418 shares

    0.24% of the 13F portfolio, value $666,062.

    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 78,061 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $267,750.

    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 78,061 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $290,387.

    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 78,061 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $409,040.

    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 78,061 shares
    Change vs previous 13F +19,441 shares

    0.2% of the 13F portfolio, value $421,530.

    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 58,620 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $363,444.

    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 58,620 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $583,856.

    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 58,620 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $450,202.

    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).