TWD
LINE

True Wealth Design’s Lineage Inc LINE Stock Holding History

True Wealth Design’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
Q2 		$57.4K Buy
1,328
+702
+112% +$27.6K 0.01% 438
2026
Q1 		$20.5K Buy
626
+457
+270% +$16.9K 0.01% 707
2025
Q4 		$5.92K Sell
169
-30
-15% -$1.11K ﹤0.01% 1025
2025
Q3 		$7.69K Buy
199
+46
+30% +$1.91K ﹤0.01% 932
2025
Q2 		$6.66K Buy
+153
New +$7.39K ﹤0.01% 707

Other funds holding LINE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

True Wealth Design's LINE Position: Q2 2026 in Review

True Wealth Design increased its Lineage Inc (LINE) stake by 112% in Q2 2026, buying an estimated $27.6K and bringing the position to 1,328 shares worth $57.4K. The position accounts for 0.01% of the portfolio, ranked #438.

True Wealth Design first reported a position in LINE in Q2 2025 and has held it in 5 quarters since. 34 funds tracked by Wall St. Rank hold LINE as of Q2 2026.

  • True Wealth Design held 1,328 shares of Lineage Inc worth $57.4K as of Q2 2026.
  • True Wealth Design bought 702 Lineage Inc shares in Q2 2026, an estimated $27.6K.
  • Lineage Inc made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #438 holding.
  • True Wealth Design first reported a position in Lineage Inc in Q2 2025 and has held it in 5 quarters since.
  • 34 funds tracked by Wall St. Rank held Lineage Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.