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Sightline Wealth Advisors, LLC: SCHJ position timeline

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

Sightline Wealth Advisors, LLC held 416,772 SCHJ 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 416,772 shares
    Change vs previous 13F +43,236 shares

    3.76% of the 13F portfolio, value $10,277,607.

    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 373,536 shares
    Change vs previous 13F +123,352 shares

    3.91% of the 13F portfolio, value $9,235,687.

    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 250,184 shares
    Change vs previous 13F +110,827 shares

    2.65% of the 13F portfolio, value $6,229,575.

    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 139,357 shares
    Change vs previous 13F +74,390 shares

    1.57% of the 13F portfolio, value $3,476,264.

    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 64,967 shares
    Change vs previous 13F -322 shares

    0.78% of the 13F portfolio, value $1,611,836.

    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 65,289 shares
    Change vs previous 13F -19,901 shares

    0.85% of the 13F portfolio, value $1,608,724.

    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 85,190 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,076,502.

    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).