Sightline Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Groton, CT
CIK
0001841979
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 73 131,522 RSP, SCHF, VTV, SCHM 13F-HR 1/23/2024 000195175724000106
Q3 2023 69 107,095 RSP, SCHF, SCHM, SCHA 13F-HR 11/1/2023 000195175723000675
Q2 2023 62 100,608 RSP, SCHF, SCHM, SCHA 13F-HR 7/14/2023 000195175723000353
Q1 2023 55 97,903 RSP, SCHF, SCHM, SCHA 13F-HR 5/2/2023 000195175723000237
Q4 2022 60 92,733 RSP, SCHF, SCHM, SCHA 13F-HR 1/26/2023 000195175723000073
Q3 2022 50 85,103 RSP, GBIL, SCHF, SCHM 13F-HR 10/26/2022 000184197922000003
Q2 2022 51 102,404 RSP, GBIL, SCHF, SCHM 13F-HR 7/14/2022 000184197922000002
Q1 2022 55 120,123 RSP, GBIL, SCHF, SRLN 13F-HR 4/29/2022 000184197922000001
Q4 2021 55 111,700 RSP, GBIL, SRLN, SCHM 13F-HR 1/26/2022 000183010322000002
Q3 2021 53 120,134 RSP, GBIL, SRLN, SCHF 13F-HR 10/25/2021 000184197921000005
Q2 2021 53 120,940 RSP, GBIL, SCHF, SCHM 13F-HR 7/22/2021 000184197921000003
Q1 2021 52 108,173 RSP, GBIL, SCHF, SCHM 13F-HR 5/10/2021 000184197921000002
Q4 2020 52 101,509 RSP, GBIL, SCHF, SCHM 13F-HR 2/2/2021 000184197921000001