KF
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Krilogy Financial’s Lindblad Expeditions LIND Stock Holding History

Krilogy Financial’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 		$346K Buy
9,562
+1,805
+23% +$52.2K 0.01% 800
2026
Q2 		$219K Buy
+7,757
New +$164K 0.01% 940

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
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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Krilogy Financial's LIND Position: Q3 2026 in Review

Krilogy Financial increased its Lindblad Expeditions (LIND) stake by 23% in Q3 2026, buying an estimated $52.2K and bringing the position to 9,562 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #800.

Krilogy Financial first reported a position in LIND in Q2 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold LIND as of Q3 2026.

  • Krilogy Financial held 9,562 shares of Lindblad Expeditions worth $346K as of Q3 2026.
  • Krilogy Financial bought 1,805 Lindblad Expeditions shares in Q3 2026, an estimated $52.2K.
  • Lindblad Expeditions made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #800 holding.
  • Krilogy Financial first reported a position in Lindblad Expeditions in Q2 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.