PHILLIPS FINANCIAL MANAGEMENT, LLC
Position in LNC — Lincoln National Corp
CIK 1350660
FORT WAYNE, IN
Position in LNC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$484,153
-$121,548 QoQ
Shares Held
13,696
-19.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#296
of 614 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026PHILLIPS FINANCIAL MANAGEMENT, LLC holds $484,153 across 1 Insurance - Life name. LNC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNC |
Lincoln National Corp
This page
|
13,696 | $484,153 |
All Filings in LNC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,153 | 13,696 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $605,701 | 17,062 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $975,162 | 21,899 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $881,492 | 21,857 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $747,463 | 21,603 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $775,368 | 21,592 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $682,716 | 21,530 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $614,129 | 19,490 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $578,864 | 18,613 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $593,834 | 18,598 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $512,376 | 18,998 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $424,149 | 17,179 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $391,036 | 15,180 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $355,947 | 15,841 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $486,328 | 15,831 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $842,984 | 19,198 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $896,814 | 19,175 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,254,519 | 19,194 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,310,182 | 19,194 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,435,362 | 20,878 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,311,910 | 20,877 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,358,669 | 21,819 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,135,899 | 22,578 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $688,194 | 21,966 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $808,129 | 21,966 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $578,803 | 21,991 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||