M Holdings Securities, Inc.
Broker-DealerPosition in LNC — Lincoln National Corp
CIK 1569638
PORTLAND, OR
Position in LNC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,990,698
+$231,096 QoQ
Shares Held
56,076
+41.9% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
8 quarters on record
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
All Filings in LNC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,990,698 | 56,076 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,759,602 | 39,515 | Shares | Sole | 2026-02-11 | |
| 2025-03-31 | $1,052,198 | 29,301 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $921,746 | 29,068 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $937,209 | 29,352 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $821,317 | 30,453 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $750,773 | 30,408 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $631,249 | 28,093 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||