Position in LNC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$213,231
-$1,366 QoQ
Shares Held
6,032
-0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#412
of 614 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Plancorp, LLC holds $690,449 across 3 Insurance - Life names. LNC ranks #3 (30.9% of the industry book) .
All Filings in LNC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,231 | 6,032 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $214,597 | 6,045 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $269,451 | 6,051 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $243,835 | 6,046 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $286,591 | 8,283 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $297,514 | 8,285 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $261,512 | 8,247 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $259,516 | 8,236 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $255,953 | 8,230 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $262,464 | 8,220 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $218,376 | 8,097 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $200,754 | 8,131 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $209,042 | 8,115 | Shares | Sole | 2023-07-26 | |
| 2022-12-31 | $240,752 | 7,837 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $354,265 | 8,068 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $371,774 | 7,949 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $523,272 | 8,006 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $549,083 | 8,044 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $548,831 | 7,983 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $499,452 | 7,948 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $494,921 | 7,948 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $399,863 | 7,948 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $264,299 | 8,436 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $310,360 | 8,436 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $217,798 | 8,275 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||