• 13F History

Sightline Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 13, 2025
Value $
$185M
Signature - Title
Stefan Pellish - Chief Compliance Officer
Location
Groton, CT
Summary
This page shows a list of all the recent 13F filings made by Sightline Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sightline Wealth Advisors, LLC reported 88 stock holdings with total value $185M as of Q4 2024. Top holdings included RSP, BND, VTV, SCHF, and SCHA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 88 $185M +$30.3M -$4.04M +$26.3M RSP, BND, VTV, SCHF, SCHA 13F-HR 1/13/2025, 03:24 PM
Q3 2024 83 $181M +$17.2M -$6.67M +$10.6M RSP, BND, VTV, SCHF, SCHM 13F-HR 10/21/2024, 09:48 AM
Q2 2024 82 $161M +$12.4M -$3.05M +$9.38M RSP, BND, VTV, SCHF, SCHM 13F-HR 8/2/2024, 06:35 AM
Q1 2024 76 $152M +$17.4M -$4.51M +$12.9M RSP, VTV, BND, SCHF, SCHM 13F-HR 4/24/2024, 05:21 PM
Q4 2023 73 $132M +$15.4M -$1.32M +$14M RSP, SCHF, VTV, SCHM, BND 13F-HR 1/23/2024, 12:00 PM
Q3 2023 74 $107M +$17.7M -$10.4M +$7.3M RSP, SCHF, SCHM, SCHA, VTV 13F-HR 11/1/2023, 10:36 AM
Q2 2023 61 $100M +$3.95M -$153K +$3.8M RSP, SCHF, SCHM, SCHA, SCHE 13F-HR 7/14/2023, 09:32 AM
Q1 2023 55 $97.9M +$7.28M -$4.56M +$2.71M RSP, SCHF, SCHM, SCHA, SCHE 13F-HR 5/2/2023, 01:12 PM
Q4 2022 60 $92.7M +$15.2M -$9.41M +$5.8M RSP, SCHF, SCHM, SCHA, GBIL 13F-HR 1/26/2023, 11:24 AM
Q3 2022 49 $84.6M +$3.58M -$14.9M -$11.3M RSP, GBIL, SCHF, SCHM, SCHA 13F-HR 10/26/2022, 05:58 PM
Q2 2022 49 $102M +$5.56M -$6.45M -$895K RSP, GBIL, SCHF, SCHM, SCHA 13F-HR 7/14/2022, 07:56 PM
Q1 2022 53 $119M +$11.4M -$5.81M +$5.55M RSP, GBIL, SCHF, SRLN, SCHM 13F-HR 4/29/2022, 04:54 PM
Q4 2021 51 $110M +$9.04M -$4.09M +$4.94M RSP, GBIL, SRLN, SCHM, SCHA 13F-HR 1/26/2022, 09:19 AM
Q3 2021 52 $119M +$5.98M -$4.06M +$1.92M RSP, GBIL, SRLN, SCHF, SCHM 13F-HR 10/25/2021, 08:56 AM
Q2 2021 52 $120M +$14M -$6.49M +$7.47M RSP, GBIL, SCHF, SCHM, SRLN 13F-HR 7/22/2021, 01:08 PM
Q1 2021 52 $108M +$7.73M -$5.86M +$1.87M RSP, GBIL, SCHF, SCHM, SCHA 13F-HR 5/10/2021, 07:31 AM
Q4 2020 51 $101M RSP, GBIL, SCHF, SCHM, SCHE 13F-HR 2/2/2021, 02:22 PM