Skip to content
Disclosery

Sightline Wealth Advisors, LLC: QQQ position timeline

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

Sightline Wealth Advisors, LLC held 8,711 QQQ 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 8,711 shares
    Change vs previous 13F -216 shares

    2.35% of the 13F portfolio, value $6,414,995.

    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 8,927 shares
    Change vs previous 13F -1,297 shares

    2.18% of the 13F portfolio, value $5,152,198.

    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 10,224 shares
    Change vs previous 13F -614 shares

    2.68% of the 13F portfolio, value $6,280,937.

    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 10,838 shares
    Change vs previous 13F -348 shares

    2.94% of the 13F portfolio, value $6,507,000.

    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 11,186 shares
    Change vs previous 13F -3 shares

    2.98% of the 13F portfolio, value $6,170,904.

    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 11,189 shares
    Change vs previous 13F +2,027 shares

    2.77% of the 13F portfolio, value $5,246,867.

    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 9,162 shares
    Change vs previous 13F +1,695 shares

    2.53% of the 13F portfolio, value $4,684,021.

    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 7,467 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $3,644,297.

    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).