True Wealth Design
LINE icon

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
Q3 		$33K Sell
968
-360
-27% -$14.6K 0.01% 664
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 $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
LDR Capital Management
LDR Capital Management New York $81M AUM 5.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Perkins Coie Trust Company
Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

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

True Wealth Design reduced its Lineage Inc (LINE) stake by 27% in Q3 2026, selling an estimated $14.6K and leaving 968 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #664.

True Wealth Design first reported a position in LINE in Q2 2025 and has held it in 6 quarters since. The position peaked at $57.4K in Q2 2026. 34 funds tracked by Wall St. Rank hold LINE as of Q3 2026.

  • True Wealth Design held 968 shares of Lineage Inc worth $33K as of Q3 2026.
  • True Wealth Design sold 360 Lineage Inc shares in Q3 2026, an estimated $14.6K.
  • Lineage Inc made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #664 holding.
  • True Wealth Design first reported a position in Lineage Inc in Q2 2025 and has held it in 6 quarters since.
  • True Wealth Design's Lineage Inc position peaked at $57.4K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Lineage Inc as of Q3 2026.

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