Essential Partners’s Lineage Inc LINE Stock Holding History

Essential 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	$103K	Buy	3,032 +91	+3%	+$3.7K	0.05%	417
2026 Q2	$127K	Buy	2,941 +8	+0.3%	+$315	0.06%	353
2026 Q1	$96.1K	Buy	2,933 +1,311	+81%	+$48.6K	0.03%	432
2025 Q4	$56.8K	Buy	1,622 +1,223	+307%	+$45.2K	0.02%	580
2025 Q3	$15.4K	Buy	399 +280	+235%	+$11.6K	0.01%	995
2025 Q2	$5.18K	Buy	+119	New	+$5.75K	﹤0.01%	1041

Other funds holding LINE

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

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

SOAMC

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

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's LINE Position: Q3 2026 in Review

Essential Partners increased its Lineage Inc (LINE) stake by 3.1% in Q3 2026, buying an estimated $3.7K and bringing the position to 3,032 shares worth $103K. The position accounts for 0.05% of the portfolio, ranked #417.

Essential Partners first reported a position in LINE in Q2 2025 and has held it in 6 quarters since. The position peaked at $127K in Q2 2026. 19 funds tracked by Wall St. Rank hold LINE as of Q3 2026.

Essential Partners held 3,032 shares of Lineage Inc worth $103K as of Q3 2026.
Essential Partners bought 91 Lineage Inc shares in Q3 2026, an estimated $3.7K.
Lineage Inc made up 0.05% of Essential Partners's portfolio in Q3 2026, its #417 holding.
Essential Partners first reported a position in Lineage Inc in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Lineage Inc position peaked at $127K in Q2 2026.
19 funds tracked by Wall St. Rank held Lineage Inc as of Q3 2026.

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