GRIMES & Co WEALTH MANAGEMENT, LLC
Position in BLNE — Beeline Holdings, Inc.
CIK 1321993
WESTBOROUGH, MA
Position in BLNE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$34,690
-$8,632 QoQ
Shares Held
28,435
+54.2% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 9 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLNE Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $34,690 across 1 Mortgage Finance name. BLNE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLNE |
Beeline Holdings, Inc.
This page
|
28,435 | $34,690 |
All Filings in BLNE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,690 | 28,435 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $43,322 | 18,435 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $31,708 | 18,435 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||