EWP
LINE icon

Elevation Wealth Partners’s Lineage Inc LINE Stock Holding History

Elevation Wealth Partners’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 		$9.49K Hold
278
– – ﹤0.01% 904
2026
Q2 		$12K Buy
278
+133
+92% +$5.23K ﹤0.01% 751
2026
Q1 		$4.75K Buy
+145
New +$5.37K ﹤0.01% 727

Other funds holding LINE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
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
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
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
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

Elevation Wealth Partners's LINE Position: Q3 2026 in Review

Elevation Wealth Partners held its Lineage Inc (LINE) position steady in Q3 2026 at 278 shares worth $9.49K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Elevation Wealth Partners first reported a position in LINE in Q1 2026 and has held it in 3 quarters since. The position peaked at $12K in Q2 2026. 24 funds tracked by Wall St. Rank hold LINE as of Q3 2026.

  • Elevation Wealth Partners held 278 shares of Lineage Inc worth $9.49K as of Q3 2026.
  • Elevation Wealth Partners left its Lineage Inc share count unchanged in Q3 2026.
  • Lineage Inc made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #904 holding.
  • Elevation Wealth Partners first reported a position in Lineage Inc in Q1 2026 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Lineage Inc position peaked at $12K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Lineage Inc as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.