JFS WEALTH ADVISORS, LLC

Position in LNC — Lincoln National Corp

CIK 1568068 HERMITAGE, PA

Position in LNC

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$6,645

+$1,285 QoQ

Shares Held

188

+24.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#531

of 614 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $331,564 across 14 Insurance - Life names. LNC ranks #11 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc	771	$83,214
2	MFC	Manulife Financial Corp	1,331	$53,918
3	MET	Metlife Inc	518	$43,827
4	AFL	Aflac Inc	368	$43,148
5	UNM	Unum Group	292	$26,104
6	GL	Globe Life Inc.	111	$19,833
7	PRI	Primerica, Inc.	44	$12,504
8	FG	F&G Annuities & Life, Inc.	410	$10,901

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,645	188	+24.5%	Shares	Sole	2026-07-10
2026-03-31	$5,360	151	+5.6%	Shares	Sole	2026-04-21
2025-12-31	$6,367	143	+57.1%	Shares	Sole	2026-01-14
2025-09-30	$3,670	91	-3.2%	Shares	Sole	2025-11-10
2025-06-30	$3,252	94	-19.0%	Shares	Sole	2025-07-24
2025-03-31	$4,165	116	+14.9%	Shares	Sole	2025-04-22
2024-12-31	$3,202	101	+12.2%	Shares	Sole	2025-01-31
2024-09-30	$2,835	90	+15.4%	Shares	Sole	2024-10-25
2024-06-30	$2,425	78	-2.5%	Shares	Sole	2024-07-15
2024-03-31	$2,554	80	+2.6%	Shares	Sole	2024-04-30
2023-12-31	$2,103	78	+36.8%	Shares	Sole	2024-02-07
2023-09-30	$1,407	57	-12.3%	Shares	Sole	2023-11-02
2023-06-30	$1,674	65	-22.6%	Shares	Sole	2023-08-07
2023-03-31	$1,887	84	+40.0%	Shares	Sole	2023-04-19
2022-12-31	$1,843	60	-46.9%	Shares	Sole	2023-02-13
2022-09-30	$4,961	113	+841.7%	Shares	Sole	2022-10-21
2022-06-30	$561	12	-86.8%	Shares	Sole	2022-08-02
2022-03-31	$5,947	91	+167.6%	Shares	Sole	2022-05-02
2021-12-31	$2,320	34	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.