Summit Financial, LLC

Position in LINE — Lineage, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in LINE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$541,057

+$129,428 QoQ

Shares Held

12,510

-0.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#173

of 326 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Summit Financial, LLC holds $6,037,623 across 4 REIT - Industrial names. LINE ranks #4 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	17,439	$2,362,461
2	IIPR	Innovative Industrial Properties Inc	31,210	$1,934,395
3	PSA	Public Storage	3,769	$1,199,710
4	LINE	Lineage, Inc. This page	12,510	$541,057

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$541,057	12,510	-0.4%	Shares	Sole	2026-08-12
2026-03-31	$411,629	12,565	+0.5%	Shares	Sole	2026-05-15
2025-12-31	$437,535	12,501	-0.2%	Shares	Sole	2026-02-13
2025-09-30	$483,811	12,521	-50.0%	Shares	Sole	2025-11-14
2025-06-30	$1,089,784	25,041	+100.1%	Shares	Sole	2025-08-13
2025-03-31	$733,578	12,512	+0.0%	Shares	Sole	2025-05-14
2024-12-31	$732,710	12,510	0.0%	Shares	Sole	2025-02-12
2024-09-30	$980,533	12,510	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.