Position in LNC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$225,603
+$10,828 QoQ
Shares Held
6,382
+5.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#398
of 614 holders
Holding Since
Jun 2020
15 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, 2026Welch & Forbes LLC holds $38,279,752 across 5 Insurance - Life names. LNC ranks #5 (0.6% of the industry book) .
All Filings in LNC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,603 | 6,382 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $214,775 | 6,050 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $267,180 | 6,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $241,980 | 6,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $207,600 | 6,000 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $215,460 | 6,000 | Shares | Sole | 2025-05-02 | |
| 2022-09-30 | $263,460 | 6,000 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $280,620 | 6,000 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $392,160 | 6,000 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $409,560 | 6,000 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $412,500 | 6,000 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $377,040 | 6,000 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $373,620 | 6,000 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $301,860 | 6,000 | Shares | Sole | 2021-01-20 | |
| 2020-06-30 | $220,740 | 6,000 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||