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Essential Partners’s Lindblad Expeditions LIND Stock Holding History

Essential Partners’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 		$7.67K Hold
244
– – ﹤0.01% 1321
2026
Q2 		$6.89K Buy
244
+103
+73% +$2.18K ﹤0.01% 1386
2026
Q1 		$2.44K Buy
141
+81
+135% +$1.44K ﹤0.01% 1919
2025
Q4 		$865 Sell
60
-49
-45% -$618 ﹤0.01% 2079
2025
Q3 		$1.4K Buy
109
+51
+88% +$671 ﹤0.01% 1924
2025
Q2 		$677 Buy
+58
New +$575 ﹤0.01% 1615

Other funds holding LIND

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's LIND Position: Q3 2026 in Review

Essential Partners held its Lindblad Expeditions (LIND) position steady in Q3 2026 at 244 shares worth $7.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Essential Partners first reported a position in LIND in Q2 2025 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold LIND as of Q3 2026.

  • Essential Partners held 244 shares of Lindblad Expeditions worth $7.67K as of Q3 2026.
  • Essential Partners left its Lindblad Expeditions share count unchanged in Q3 2026.
  • Lindblad Expeditions made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1321 holding.
  • Essential Partners first reported a position in Lindblad Expeditions in Q2 2025 and has held it in 6 quarters since.
  • 13 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.