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Lineage shares owned by Merit Financial Group

Quarter-by-quarter ownership of Lineage (LINE) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group investment in Lineage

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

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Quarterly reported holdings in Lineage by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $961k 22k 43.34
2026-03-31 $436k 13k 32.87

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Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard World Mega Grwth Ind (MGK)
Blackrock Etf Trust Ishares Us Equit (DYNF)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard World Mega Cap Val Etf (MGV)
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NVIDIA Corporation Put Option (NVDA)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Merit Financial Group

Top funds holding Lineage

D1 Capital Partners
Vanguard Portfolio Management
BlackRock
Bank of America Corporation
Vanguard Capital Management
Darlington Partners Capital Management
AQR Capital Management
Baillie Gifford & Co
HighTower Advisors
State Street Corporation
Geode Capital Management
UBS Group
Hanna Zanoni
Charles Schwab Investment Management
GRS Advisors

View all funds holding Lineage