Superior Planning, LLC’s Lindblad Expeditions LIND Stock Holding History

Superior Planning, LLC’s Portfolio LIND Stock Details LIND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5K	Buy	+159	New	+$4.6K	﹤0.01%	1204

Other funds holding LIND

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's LIND Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Lindblad Expeditions (LIND) in Q3 2026: 159 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #1204 among its holdings.

135 funds tracked by Wall St. Rank hold LIND as of Q3 2026.

Superior Planning, LLC held 159 shares of Lindblad Expeditions worth $5K as of Q3 2026.
Lindblad Expeditions was a new Superior Planning, LLC position in Q3 2026.
Lindblad Expeditions made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1204 holding.
135 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.