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Sightline Wealth Advisors, LLC: SCHV position timeline

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

Sightline Wealth Advisors, LLC held 329,224 SCHV 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 329,224 shares
    Change vs previous 13F +33,427 shares

    4.19% of the 13F portfolio, value $11,460,281.

    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 295,797 shares
    Change vs previous 13F +154,333 shares

    3.82% of the 13F portfolio, value $9,021,806.

    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 141,464 shares
    Change vs previous 13F +128,368 shares

    1.79% of the 13F portfolio, value $4,188,743.

    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 13,096 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $381,218.

    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).