Creative Planning

Position in LNC — Lincoln National Corp

CIK 1540235 OVERLAND PARK, KS

Position in LNC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,219,327

+$495,021 QoQ

Shares Held

34,493

+69.1% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#199

of 614 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

Creative Planning holds $154,007,713 across 15 Insurance - Life names. LNC ranks #12 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	305,002	$35,761,483
2	MET	Metlife Inc	319,242	$27,011,065
3	MFC	Manulife Financial Corp	582,389	$23,592,577
4	UNM	Unum Group	204,086	$18,245,287
5	GL	Globe Life Inc.	83,207	$14,867,426
6	PRU	Prudential Financial Inc	115,560	$12,472,390
7	CNO	CNO Financial Group, Inc.	128,709	$6,561,584
8	PUK	Prudential PLC	209,476	$5,616,051

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,219,327	34,493	+69.1%	Shares	Defined	2026-08-13
2026-03-31	$724,306	20,403	+1.9%	Shares	Sole	2026-05-12
2025-12-31	$891,178	20,013	-1.5%	Shares	Sole	2026-02-17
2025-09-30	$819,666	20,324	+10.3%	Shares	Defined	2025-11-14
2025-06-30	$637,815	18,434	-5.4%	Shares	Sole	2025-08-08
2025-03-31	$699,742	19,486	-18.5%	Shares	Sole	2025-05-15
2024-12-31	$757,931	23,902	+9.0%	Shares	Defined	2025-02-14
2024-09-30	$690,761	21,922	+7.1%	Shares	Defined	2024-10-11
2024-06-30	$636,646	20,471	-11.8%	Shares	Sole	2024-08-15
2024-03-31	$740,999	23,207	-18.2%	Shares	Defined	2024-05-13
2023-12-31	$764,896	28,361	-28.8%	Shares	Defined	2024-02-14
2023-09-30	$983,328	39,827	-12.4%	Shares	Sole	2023-11-16
2023-06-30	$1,170,663	45,445	+41.8%	Shares	Defined	2023-07-21
2023-03-31	$720,163	32,050	-7.2%	Shares	Sole	2023-05-15
2022-12-31	$1,060,945	34,536	+11.1%	Shares	Sole	2023-02-10
2022-09-30	$1,364,810	31,082	+16.4%	Shares	Sole	2022-11-03
2022-06-30	$1,248,525	26,695	+7.4%	Shares	Sole	2022-08-15
2022-03-31	$1,625,045	24,863	+22.6%	Shares	Sole	2022-05-16
2021-12-31	$1,384,654	20,285	-41.9%	Shares	Sole	2022-02-11
2021-09-30	$2,400,750	34,920	-2.0%	Shares	Sole	2021-11-10
2021-06-30	$2,238,171	35,617	+137.4%	Shares	Sole	2021-08-04
2021-03-31	$934,423	15,006	+2.7%	Shares	Sole	2021-04-30
2020-12-31	$735,129	14,612	+5.0%	Shares	Sole	2021-01-29
2020-09-30	$436,176	13,922	+29.4%	Shares	Sole	2020-11-05
2020-06-30	$395,897	10,761	+8.1%	Shares	Sole	2020-07-23
2020-03-31	$261,989	9,954	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.