HWA
LINE

Heartwood Wealth Advisors’s Lineage Inc LINE Stock Holding History

Heartwood Wealth Advisors’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
2025
Q4 		– Sell
-300
Closed -$11.6K – 626
2025
Q3 		$11.6K Buy
+300
New +$12.5K ﹤0.01% 379

Other funds holding LINE

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return

Heartwood Wealth Advisors's LINE Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Lineage Inc (LINE) in Q4 2025, closing a stake of 300 shares — an estimated $11.6K sold.

Heartwood Wealth Advisors first reported a position in LINE in Q3 2025 and held it in 1 quarter. The position peaked at $11.6K in Q3 2025. 265 funds tracked by Wall St. Rank hold LINE as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Lineage Inc position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 300 Lineage Inc shares in Q4 2025, an estimated $11.6K.
  • Heartwood Wealth Advisors first reported a position in Lineage Inc in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Lineage Inc position peaked at $11.6K in Q3 2025.
  • 265 funds tracked by Wall St. Rank held Lineage Inc as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.