GWN Securities’s Lindblad Expeditions LIND Stock Holding History

GWN Securities’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
2025 Q4	–	Sell	-15,431	Closed	-$198K	–	458
2025 Q3	$198K	Buy	+15,431	New	+$203K	0.05%	376

Other funds holding LIND

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACMC

Anchor Capital Management Company Raleigh, North Carolina $92.7M AUM 19.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

GWN Securities's LIND Position: Q4 2025 in Review

GWN Securities sold out of Lindblad Expeditions (LIND) in Q4 2025, closing a stake of 15,431 shares — an estimated $198K sold.

GWN Securities first reported a position in LIND in Q3 2025 and held it in 1 quarter. The position peaked at $198K in Q3 2025. 188 funds tracked by Wall St. Rank hold LIND as of Q4 2025.

GWN Securities reported no remaining Lindblad Expeditions position as of Q4 2025 after selling out during the quarter.
GWN Securities sold 15,431 Lindblad Expeditions shares in Q4 2025, an estimated $198K.
GWN Securities first reported a position in Lindblad Expeditions in Q3 2025 and held it in 1 quarter.
GWN Securities's Lindblad Expeditions position peaked at $198K in Q3 2025.
188 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q4 2025.

Based on GWN Securities's 13F filing for Q4 2025, filed 11 Feb 2026.