Atwood & Palmer’s Lineage Inc LINE Stock Holding History

Atwood & Palmer’s Portfolio LINE Stock Details LINE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.2K	Hold	300	–	–	﹤0.01%	390
2026 Q2	$13K	Hold	300	–	–	﹤0.01%	358
2026 Q1	$9.83K	Hold	300	–	–	﹤0.01%	379
2025 Q4	$10.5K	Hold	300	–	–	﹤0.01%	373
2025 Q3	$11.6K	Hold	300	–	–	﹤0.01%	371
2025 Q2	$13.1K	Hold	300	–	–	﹤0.01%	365
2025 Q1	$17.6K	Hold	300	–	–	﹤0.01%	300
2024 Q4	$17.6K	Hold	300	–	–	﹤0.01%	299
2024 Q3	$23.5K	Buy	+300	New	+$25.1K	﹤0.01%	275

Other funds holding LINE

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

LCM

LDR Capital Management New York $81M AUM 5.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

Atwood & Palmer's LINE Position: Q3 2026 in Review

Atwood & Palmer held its Lineage Inc (LINE) position steady in Q3 2026 at 300 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Atwood & Palmer first reported a position in LINE in Q3 2024 and has held it in 9 quarters since. The position peaked at $23.5K in Q3 2024. 24 funds tracked by Wall St. Rank hold LINE as of Q3 2026.

Atwood & Palmer held 300 shares of Lineage Inc worth $10.2K as of Q3 2026.
Atwood & Palmer left its Lineage Inc share count unchanged in Q3 2026.
Lineage Inc made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #390 holding.
Atwood & Palmer first reported a position in Lineage Inc in Q3 2024 and has held it in 9 quarters since.
Atwood & Palmer's Lineage Inc position peaked at $23.5K in Q3 2024.
24 funds tracked by Wall St. Rank held Lineage Inc as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.