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Lineage shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Lineage (LINE) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Lineage

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lineage by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.3M 66k 35.00
2025-09-30 $2.5M 66k 38.64
2025-06-30 $2.9M 66k 43.52
2025-03-31 $3.9M 66k 58.63
2024-12-31 $4.2k 72 58.58

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Call Call Option (Principal) (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Call Call Option (Principal) (GOOGL)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

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