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Sightline Wealth Advisors, LLC: VBR position timeline

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

Sightline Wealth Advisors, LLC held 3,692 VBR 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 3,692 shares
    Change vs previous 13F +4 shares

    0.33% of the 13F portfolio, value $897,237.

    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 3,688 shares
    Change vs previous 13F -142 shares

    0.34% of the 13F portfolio, value $801,239.

    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 3,830 shares
    Change vs previous 13F +74 shares

    0.35% of the 13F portfolio, value $811,247.

    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 3,756 shares
    Change vs previous 13F -18 shares

    0.35% of the 13F portfolio, value $783,911.

    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 3,774 shares
    Change vs previous 13F -132 shares

    0.36% of the 13F portfolio, value $735,925.

    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 3,906 shares
    Change vs previous 13F +3 shares

    0.38% of the 13F portfolio, value $727,608.

    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 3,903 shares
    Change vs previous 13F +6 shares

    0.42% of the 13F portfolio, value $773,533.

    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 3,897 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $782,453.

    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).