Wealth Enhancement Advisory Services
LIND icon

Wealth Enhancement Advisory Services’s Lindblad Expeditions LIND Stock Holding History

Wealth Enhancement Advisory Services’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 		$447K Buy
12,577
+1,541
+14% +$44.6K ﹤0.01% 2948
2026
Q2 		$293K Buy
+11,036
New +$233K ﹤0.01% 3232

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
KF
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
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

Wealth Enhancement Advisory Services's LIND Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Lindblad Expeditions (LIND) stake by 14% in Q3 2026, buying an estimated $44.6K and bringing the position to 12,577 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #2948.

Wealth Enhancement Advisory Services 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.

  • Wealth Enhancement Advisory Services held 12,577 shares of Lindblad Expeditions worth $447K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,541 Lindblad Expeditions shares in Q3 2026, an estimated $44.6K.
  • Lindblad Expeditions made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2948 holding.
  • Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.