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World Equity Group’s Lindblad Expeditions LIND Stock Holding History

World Equity Group’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 		$207K Buy
+6,582
New +$190K 0.09% 242

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
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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

World Equity Group's LIND Position: Q3 2026 in Review

World Equity Group opened a new position in Lindblad Expeditions (LIND) in Q3 2026: 6,582 shares worth $207K. The stake represents 0.09% of the portfolio and ranks #242 among its holdings.

13 funds tracked by Wall St. Rank hold LIND as of Q3 2026.

  • World Equity Group held 6,582 shares of Lindblad Expeditions worth $207K as of Q3 2026.
  • Lindblad Expeditions was a new World Equity Group position in Q3 2026.
  • Lindblad Expeditions made up 0.09% of World Equity Group's portfolio in Q3 2026, its #242 holding.
  • 13 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.