Summit Financial Wealth Advisors, LLC
Position in LNC — Lincoln National Corp
CIK 1632283
Lafayette, LA
Position in LNC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$204,747
-$869 QoQ
Shares Held
5,792
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#423
of 614 holders
Holding Since
Sep 2025
4 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, 2026Summit Financial Wealth Advisors, LLC holds $552,627 across 2 Insurance - Life names. LNC ranks #2 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
2,967 | $347,880 | |
| 2 | LNC |
Lincoln National Corp
This page
|
5,792 | $204,747 |
All Filings in LNC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,747 | 5,792 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $205,616 | 5,792 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $222,650 | 5,000 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $201,650 | 5,000 | Shares | Sole | 2025-10-03 | |
| No filing history on record for this holder in this stock. | ||||||