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Lineage shares owned by Creative Planning

Quarter-by-quarter ownership of Lineage (LINE) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Lineage

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lineage by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.5M 73k 35.00
2025-09-30 $964k 25k 38.64
2025-06-30 $563k 13k 43.51
2025-03-31 $656k 11k 58.63

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Spdr Series Trust State Street Spd (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
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Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
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Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Creative Planning

Top funds holding Lineage

Norges Bank Investment Management
Vanguard Group
D1 Capital Partners
BlackRock
Henderson Group
Capital Research Global Investors
Baillie Gifford & Co
State Street Corporation
Darlington Partners Capital Management
GRS Advisors
Geode Capital Management
Hanna Zanoni
UBS Group
Charles Schwab Investment Management
Natixis

View all funds holding Lineage