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Sightline Wealth Advisors, LLC: SCHF position timeline

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

Sightline Wealth Advisors, LLC held 554,766 SCHF 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 554,766 shares
    Change vs previous 13F -5,550 shares

    5.62% of the 13F portfolio, value $15,367,014.

    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 560,316 shares
    Change vs previous 13F -1,822 shares

    5.87% of the 13F portfolio, value $13,867,817.

    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 562,138 shares
    Change vs previous 13F +20,472 shares

    5.76% of the 13F portfolio, value $13,513,798.

    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 541,666 shares
    Change vs previous 13F -1,185 shares

    5.69% of the 13F portfolio, value $12,609,975.

    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 542,851 shares
    Change vs previous 13F +1,694 shares

    5.79% of the 13F portfolio, value $11,996,998.

    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 541,157 shares
    Change vs previous 13F +6,330 shares

    5.64% of the 13F portfolio, value $10,704,073.

    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 534,827 shares
    Change vs previous 13F +268,994 shares

    5.34% of the 13F portfolio, value $9,894,305.

    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 265,833 shares
    Change vs previous 13F not available

    6.02% of the 13F portfolio, value $10,931,070.

    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).