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Sightline Wealth Advisors, LLC: RSP position timeline

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

Sightline Wealth Advisors, LLC held 105,776 RSP 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 105,776 shares
    Change vs previous 13F -1,720 shares

    8.23% of the 13F portfolio, value $22,505,907.

    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 107,496 shares
    Change vs previous 13F -4,034 shares

    8.73% of the 13F portfolio, value $20,630,661.

    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 111,530 shares
    Change vs previous 13F -17,230 shares

    9.11% of the 13F portfolio, value $21,364,648.

    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 128,760 shares
    Change vs previous 13F -7,831 shares

    11.03% of the 13F portfolio, value $24,425,769.

    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 136,591 shares
    Change vs previous 13F -5,256 shares

    11.98% of the 13F portfolio, value $24,824,106.

    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 141,847 shares
    Change vs previous 13F -2,131 shares

    12.95% of the 13F portfolio, value $24,572,137.

    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 143,978 shares
    Change vs previous 13F -3,798 shares

    13.61% of the 13F portfolio, value $25,229,194.

    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 147,776 shares
    Change vs previous 13F not available

    14.59% of the 13F portfolio, value $26,475,517.

    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).