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Lineage shares owned by CWM

Quarter-by-quarter ownership of Lineage shares owned by CWM from 13F filings

Historical chart of CWM investment in Lineage

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All positions including Lineage held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lineage by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0k 31 64.52

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding Lineage

Renaissance Capital
Davy Asset Management
Vontobel Holding
SG Americas Securities
Perpetual
First Pacific Financial
Atwood & Palmer
CWM
GAMMA Investing
CVA Family Office

View all funds holding Lineage