Smith Salley Wealth Management

Position in LNC — Lincoln National Corp

CIK 1482012 GREENSBORO, NC

Position in LNC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$229,633

+$21,284 QoQ

Shares Held

6,496

+10.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#392

of 614 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Smith Salley Wealth Management holds $1,345,415 across 3 Insurance - Life names. LNC ranks #3 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GL	Globe Life Inc.	3,648	$651,824
2	AFL	Aflac Inc	3,957	$463,958
3	LNC	Lincoln National Corp This page	6,496	$229,633

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,633	6,496	+10.7%	Shares	Sole	2026-07-23
2026-03-31	$208,349	5,869	0.0%	Shares	Sole	2026-04-16
2025-12-31	$261,346	5,869	0.0%	Shares	Sole	2026-01-27
2025-09-30	$236,696	5,869	-21.4%	Shares	Sole	2025-10-20
2025-06-30	$258,427	7,469	0.0%	Shares	Sole	2025-07-17
2025-03-31	$268,211	7,469	—	Shares	Sole	2025-04-25
No filing history on record for this holder in this stock.