Institute for Wealth Management, LLC.
Position in LNC — Lincoln National Corp
CIK 1533954
DENVER, CO
Position in LNC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$88,834
New position
Shares Held
2,513
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#450
of 614 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $2,655,976 across 10 Insurance - Life names. LNC ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
10,304 | $871,821 | |
| 2 | PRU |
Prudential Financial Inc
|
8,017 | $865,274 | |
| 3 | BHF |
Brighthouse Financial, Inc.
|
5,978 | $378,407 | |
| 4 | PRI |
Primerica, Inc.
|
912 | $259,190 | |
| 5 | LNC |
Lincoln National Corp
This page
|
2,513 | $88,834 | |
| 6 | UNM |
Unum Group
|
914 | $81,711 | |
| 7 | GL |
Globe Life Inc.
|
300 | $53,604 | |
| 8 | MFC |
Manulife Financial Corp
|
1,070 | $43,345 |
All Filings in LNC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,834 | 2,513 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||