HARBOR INVESTMENT ADVISORY, LLC

Position in LNC — Lincoln National Corp

CIK 1468792 LUTHERVILLE, MD

Position in LNC

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$3,535

-$15 QoQ

Shares Held

100

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#545

of 614 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HARBOR INVESTMENT ADVISORY, LLC holds $933,634 across 8 Insurance - Life names. LNC ranks #6 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	6,419	$752,627
2	PRU	Prudential Financial Inc	601	$64,865
3	GL	Globe Life Inc.	300	$53,604
4	MET	Metlife Inc	405	$34,267
5	MFC	Manulife Financial Corp	523	$21,186
6	LNC	Lincoln National Corp This page	100	$3,535
7	FG	F&G Annuities & Life, Inc.	124	$3,297
8	BHF	Brighthouse Financial, Inc.	4	$253

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,535	100	0.0%	Shares	Sole	2026-07-07
2026-03-31	$3,550	100	0.0%	Shares	Sole	2026-04-23
2025-12-31	$4,453	100	0.0%	Shares	Sole	2026-01-07
2025-09-30	$4,033	100	0.0%	Shares	Sole	2025-10-27
2025-06-30	$3,460	100	-30.1%	Shares	Sole	2025-07-01
2023-09-30	$3,530	143	0.0%	Shares	Sole	2023-10-13
2023-06-30	$3,683	143	+7.5%	Shares	Sole	2023-07-14
2022-12-31	$4,085	133	+95.6%	Shares	Sole	2023-01-24
2022-09-30	$2,985	68	+17.2%	Shares	Sole	2022-11-01
2022-06-30	$2,712	58	-99.4%	Shares	Sole	2022-07-18
2022-03-31	$593,076	9,074	+651.2%	Shares	Sole	2022-04-20
2021-12-31	$82,458	1,208	+1982.8%	Shares	Sole	2022-01-10
2021-09-30	$3,987	58	0.0%	Shares	Sole	2021-10-12
2021-06-30	$3,644	58	0.0%	Shares	Sole	2021-07-27
2021-03-31	$3,611	58	0.0%	Shares	Sole	2021-04-16
2020-12-31	$2,917	58	+65.7%	Shares	Sole	2021-02-04
2020-06-30	$1,287	35	-92.2%	Shares	Sole	2020-07-16
2020-03-31	$11,817	449	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.