Position in LNC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$206,019
-$28,210 QoQ
Shares Held
5,828
-11.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#421
of 614 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026EADS & HEALD WEALTH MANAGEMENT holds $2,875,449 across 2 Insurance - Life names. LNC ranks #2 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
22,767 | $2,669,430 | |
| 2 | LNC |
Lincoln National Corp
This page
|
5,828 | $206,019 |
All Filings in LNC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,019 | 5,828 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $234,229 | 6,598 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $293,808 | 6,598 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $270,936 | 6,718 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $244,449 | 7,065 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $263,938 | 7,350 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $233,385 | 7,360 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $236,009 | 7,490 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $215,989 | 6,945 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $228,203 | 7,147 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||