IA
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IFP Advisors’s Lindblad Expeditions LIND Stock Holding History

IFP Advisors’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
Q1 		$86 Sell
5
-5
-50% -$89 ﹤0.01% 4764
2025
Q4 		$144 Sell
10
-7
-41% -$88 ﹤0.01% 4534
2025
Q3 		$218 Buy
+17
New +$224 ﹤0.01% 4381
2025
Q2 		– Hold
0
– – – 4271
2023
Q1 		– Sell
-11,800
Closed -$141K – 3992
2022
Q4 		$141K Sell
11,800
-6,730
-36% -$56.8K ﹤0.01% 1548
2022
Q3 		$222K Buy
18,530
+12,000
+184% +$105K 0.01% 1347
2022
Q2 		$78K Hold
6,530
– – ﹤0.01% 1859
2022
Q1 		$78K Buy
+6,530
New +$105K ﹤0.01% 1859
2017
Q1 		– Sell
-100
Closed -$1K – 4069
2016
Q4 		$1K Hold
100
– – ﹤0.01% 3801
2016
Q3 		$1K Hold
100
– – ﹤0.01% 3743
2016
Q2 		$1K Buy
+100
New +$980 ﹤0.01% 3642
2016
Q1 		– Sell
-100
Closed -$1K – 2948
2015
Q4 		$1K Buy
+100
New +$1.06K ﹤0.01% 3531

Other funds holding LIND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return