Cassaday & Co Wealth Management’s Lineage Inc LINE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$260 Hold
6
﹤0.01% 1197
2026
Q1
$197 Buy
+6
New +$222 ﹤0.01% 1273

Other funds holding LINE

Cassaday & Co Wealth Management's LINE Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Lineage Inc (LINE) position steady in Q2 2026 at 6 shares worth $260. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Cassaday & Co Wealth Management first reported a position in LINE in Q1 2026 and has held it in 2 quarters since. 327 funds tracked by Wall St. Rank hold LINE as of Q2 2026.

  • Cassaday & Co Wealth Management held 6 shares of Lineage Inc worth $260 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Lineage Inc share count unchanged in Q2 2026.
  • Lineage Inc made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1197 holding.
  • Cassaday & Co Wealth Management first reported a position in Lineage Inc in Q1 2026 and has held it in 2 quarters since.
  • 327 funds tracked by Wall St. Rank held Lineage Inc as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.