SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in LNC — Lincoln National Corp
CIK 1531593
NEW YORK, NY
Position in LNC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$116,655
-$495 QoQ
Shares Held
3,300
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#442
of 614 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $387,571 across 6 Insurance - Life names. LNC ranks #2 (30.1% of the industry book) .
All Filings in LNC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,655 | 3,300 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $117,150 | 3,300 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $146,949 | 3,300 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $44,363 | 1,100 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $135,735 | 3,923 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $570,780 | 18,000 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $53,243 | 1,712 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $63,860 | 2,000 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $5,203 | 202 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,808 | 303 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $306,339 | 9,972 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,391 | 100 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $20,532 | 439 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $10,980 | 168 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||