GRIMES & Co WEALTH MANAGEMENT, LLC

Position in LNC — Lincoln National Corp

CIK 1321993 WESTBOROUGH, MA

Position in LNC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,001,854

-$2,902 QoQ

Shares Held

28,341

+0.1% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#220

of 614 holders

Holding Since

Jun 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $3,415,906 across 4 Insurance - Life names. LNC ranks #2 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MFC	Manulife Financial Corp	29,032	$1,176,085
2	LNC	Lincoln National Corp This page	28,341	$1,001,854
3	AFL	Aflac Inc	6,264	$734,454
4	MET	Metlife Inc	5,951	$503,513

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,001,854	28,341	+0.1%	Shares	Sole	2026-07-17
2026-03-31	$1,004,756	28,303	+38.7%	Shares	Sole	2026-04-21
2025-12-31	$908,857	20,410	+115.1%	Shares	Sole	2026-02-03
2025-09-30	$382,691	9,489	+45.7%	Shares	Sole	2025-10-27
2024-06-30	$202,585	6,514	-0.8%	Shares	Sole	2024-07-22
2024-03-31	$209,684	6,567	+5.4%	Shares	Sole	2024-04-17
2022-09-30	$273,471	6,228	0.0%	Shares	Sole	2022-10-28
2022-06-30	$291,283	6,228	0.0%	Shares	Sole	2022-07-22
2022-03-31	$407,062	6,228	0.0%	Shares	Sole	2022-05-06
2021-12-31	$425,123	6,228	0.0%	Shares	Sole	2022-02-01
2021-09-30	$428,175	6,228	0.0%	Shares	Sole	2021-11-08
2021-06-30	$391,367	6,228	0.0%	Shares	Sole	2021-08-04
2021-03-31	$387,817	6,228	0.0%	Shares	Sole	2021-05-12
2020-12-31	$313,330	6,228	0.0%	Shares	Sole	2021-02-02
2020-06-30	$229,128	6,228	—	Shares	Sole	2020-07-31
No filing history on record for this holder in this stock.