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Sightline Wealth Advisors, LLC: SCHA position timeline

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

Sightline Wealth Advisors, LLC held 410,967 SCHA 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 410,967 shares
    Change vs previous 13F +18,244 shares

    5.43% of the 13F portfolio, value $14,848,236.

    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 392,723 shares
    Change vs previous 13F +14,600 shares

    4.83% of the 13F portfolio, value $11,420,392.

    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 378,123 shares
    Change vs previous 13F -8,609 shares

    4.59% of the 13F portfolio, value $10,768,941.

    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 386,732 shares
    Change vs previous 13F -1,688 shares

    4.87% of the 13F portfolio, value $10,789,818.

    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 388,420 shares
    Change vs previous 13F +7,991 shares

    4.74% of the 13F portfolio, value $9,827,021.

    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 380,429 shares
    Change vs previous 13F +10,345 shares

    4.7% of the 13F portfolio, value $8,913,456.

    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 370,084 shares
    Change vs previous 13F +198,043 shares

    5.16% of the 13F portfolio, value $9,570,368.

    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 172,041 shares
    Change vs previous 13F not available

    4.88% of the 13F portfolio, value $8,860,124.

    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).