BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in LNC — Lincoln National Corp

CIK 1352860 BLUE BELL, PA

Position in LNC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$49,843

-$1,987 QoQ

Shares Held

1,410

-3.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#471

of 614 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $100,677 across 3 Insurance - Life names. LNC ranks #1 (49.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNC	Lincoln National Corp This page	1,410	$49,843
2	MFC	Manulife Financial Corp	746	$30,220
3	PRU	Prudential Financial Inc	191	$20,614

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$49,843	1,410	-3.4%	Shares	Sole	2026-08-06
2026-03-31	$51,830	1,460	0.0%	Shares	Sole	2026-05-11
2025-12-31	$65,013	1,460	-9.3%	Shares	Sole	2026-02-09
2025-09-30	$64,931	1,610	0.0%	Shares	Sole	2025-10-22
2025-06-30	$55,706	1,610	0.0%	Shares	Sole	2025-08-11
2025-03-31	$57,815	1,610	0.0%	Shares	Sole	2025-05-05
2024-12-31	$51,053	1,610	0.0%	Shares	Sole	2025-02-07
2024-09-30	$50,731	1,610	0.0%	Shares	Sole	2024-10-29
2024-06-30	$50,071	1,610	0.0%	Shares	Sole	2024-08-05
2024-03-31	$51,407	1,610	0.0%	Shares	Sole	2024-04-24
2023-12-31	$43,421	1,610	0.0%	Shares	Sole	2024-01-25
2023-09-30	$39,750	1,610	0.0%	Shares	Sole	2023-10-30
2023-06-30	$41,473	1,610	-30.3%	Shares	Sole	2023-08-08
2023-03-31	$51,905	2,310	0.0%	Shares	Sole	2023-05-08
2022-12-31	$70,963	2,310	0.0%	Shares	Sole	2023-02-03
2022-09-30	$101,432	2,310	0.0%	Shares	Sole	2022-11-09
2022-06-30	$108,038	2,310	0.0%	Shares	Sole	2022-08-02
2022-03-31	$150,981	2,310	0.0%	Shares	Sole	2022-04-21
2021-12-31	$157,680	2,310	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.