LINE β€” LINEAGE INC

Ownership history in SUMMER ROAD LLC  Β·  10 quarters on record

AI Ownership Summary

SUMMER ROAD LLC reported LINEAGE INC (LINE) in 10 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.51% in 2025 Q4. The latest visible filing shows LINE at 0.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LINE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SUMMER ROAD LLC's position in LINEAGE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LINE was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SUMMER ROAD LLC held LINE β€” position size vs. price
% of Fund (quarterly)    LINE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 20,196 +1,667 +9.0% 0.51% $707K 2026-02-14 (Est.) $37.83
2025 Q3 ADDED 18,529 +3,300 +21.7% 0.48% $716K 2025-11-07 $34.11
2025 Q2 ADDED 15,229 +10,448 +218.5% 0.51% $669K 2025-08-14 $39.10
2025 Q1 ADDED 4,781 +800 +20.1% 0.27% $281K 2025-05-13 $44.72
2024 Q4 ADDED 3,981 +3,531 +784.7% 0.19% $233K 2025-02-11 $54.72
2024 Q3 REDUCED 450 -19,746 -97.8% 0.03% $35K 2024-11-14 $59.54
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About SUMMER ROAD LLC and LINE

These are the practical questions this page is built to answer before you even open the full history table.

How long has SUMMER ROAD LLC reported owning LINE?

SUMMER ROAD LLC reported LINE across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported LINE position in SUMMER ROAD LLC's portfolio?

The largest reported portfolio weight for LINE was 0.51% in 2025 Q4.

What is the latest reported LINE position on this page?

The most recent filing on this page is 2025 Q4, when SUMMER ROAD LLC reported 20,196 shares, equal to 0.51% of portfolio, with an estimated market value of $707K.

What does the chart on this LINE ownership page compare?

The chart compares SUMMER ROAD LLC's quarterly LINE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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