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Lineage shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers investment in Lineage

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lineage by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $624k 16k 38.64
2025-06-30 $696k 16k 43.52
2025-03-31 $902k 15k 58.63

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Repligen Corp Common Stock (RGEN)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Alphabet Inc Class A Common Stock (GOOGL)
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding Lineage

Vanguard Group
D1 Capital Partners
Darlington Partners Capital Management
BlackRock
Henderson Group
Capital Research Global Investors
Baillie Gifford & Co
State Street Corporation
UBS Group
Geode Capital Management
HighTower Advisors
Morgan Stanley
GRS Advisors
Barclays
Charles Schwab Investment Management

View all funds holding Lineage