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Lineage shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Lineage

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

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Quarterly reported holdings in Lineage by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $484k 13k 38.64
2025-06-30 $1.1M 25k 44.05
2025-03-31 $734k 13k 58.63
2024-12-31 $739k 13k 59.10
2024-09-30 $985k 13k 78.76