Krilogy Financial
LINE icon

Krilogy Financial’s Lineage Inc LINE Stock Holding History

Krilogy Financial’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 		$270K Sell
7,850
-2,885
-27% -$117K 0.01% 906
2026
Q2 		$464K Buy
+10,735
New +$422K 0.01% 666

Other funds holding LINE

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Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Farther Finance Advisors
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
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

Krilogy Financial's LINE Position: Q3 2026 in Review

Krilogy Financial reduced its Lineage Inc (LINE) stake by 27% in Q3 2026, selling an estimated $117K and leaving 7,850 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #906.

Krilogy Financial first reported a position in LINE in Q2 2026 and has held it in 2 quarters since. The position peaked at $464K in Q2 2026. 19 funds tracked by Wall St. Rank hold LINE as of Q3 2026.

  • Krilogy Financial held 7,850 shares of Lineage Inc worth $270K as of Q3 2026.
  • Krilogy Financial sold 2,885 Lineage Inc shares in Q3 2026, an estimated $117K.
  • Lineage Inc made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #906 holding.
  • Krilogy Financial first reported a position in Lineage Inc in Q2 2026 and has held it in 2 quarters since.
  • Krilogy Financial's Lineage Inc position peaked at $464K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Lineage Inc as of Q3 2026.

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