Position in LNC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$565
-$3 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#591
of 614 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $110,064 across 13 Insurance - Life names. LNC ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
584 | $63,031 | |
| 2 | MET |
Metlife Inc
|
198 | $16,752 | |
| 3 | AFL |
Aflac Inc
|
98 | $11,490 | |
| 4 | MFC |
Manulife Financial Corp
|
209 | $8,466 | |
| 5 | PUK |
Prudential PLC
|
240 | $6,434 | |
| 6 | GL |
Globe Life Inc.
|
13 | $2,322 | |
| 7 | LNC |
Lincoln National Corp
This page
|
16 | $565 | |
| 8 | UNM |
Unum Group
|
4 | $357 |
All Filings in LNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $565 | 16 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $568 | 16 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $578 | 13 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $524 | 13 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $449 | 13 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $466 | 13 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $412 | 13 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $409 | 13 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $404 | 13 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $415 | 13 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $350 | 13 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $740 | 30 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $1,210 | 47 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $1,056 | 47 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $1,443 | 47 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $2,063 | 47 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $2,198 | 47 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $3,071 | 47 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $3,208 | 47 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $3,231 | 47 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $2,953 | 47 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $2,926 | 47 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $1,509 | 30 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $939 | 30 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $1,103 | 30 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $658 | 25 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||