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True Wealth Design’s Lindblad Expeditions LIND Stock Holding History

True Wealth Design’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 		$3.99K Hold
127
– – ﹤0.01% 1429
2026
Q2 		$3.59K Buy
127
+126
+12,600% +$2.66K ﹤0.01% 1461
2026
Q1 		$18 Hold
1
– – ﹤0.01% 2651
2025
Q4 		$15 Sell
1
-27
-96% -$341 ﹤0.01% 2499
2025
Q3 		$359 Buy
28
+27
+2,700% +$355 ﹤0.01% 2116
2025
Q2 		$12 Buy
+1
New +$10 ﹤0.01% 2538

Other funds holding LIND

Wedge Capital Management
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
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 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
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's LIND Position: Q3 2026 in Review

True Wealth Design held its Lindblad Expeditions (LIND) position steady in Q3 2026 at 127 shares worth $3.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

True Wealth Design first reported a position in LIND in Q2 2025 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold LIND as of Q3 2026.

  • True Wealth Design held 127 shares of Lindblad Expeditions worth $3.99K as of Q3 2026.
  • True Wealth Design left its Lindblad Expeditions share count unchanged in Q3 2026.
  • Lindblad Expeditions made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1429 holding.
  • True Wealth Design first reported a position in Lindblad Expeditions in Q2 2025 and has held it in 6 quarters since.
  • 13 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.