Capital Asset Advisory Services LLC

Position in LNC — Lincoln National Corp

CIK 1666024 Williamston, MI

Position in LNC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$469,129

+$461,231 QoQ

Shares Held

13,271

+8352.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#297

of 614 holders

Holding Since

Dec 2020

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Capital Asset Advisory Services LLC holds $2,019,666 across 4 Insurance - Life names. LNC ranks #3 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	7,613	$644,135
2	PRU	Prudential Financial Inc	5,054	$545,478
3	LNC	Lincoln National Corp This page	13,271	$469,129
4	JXN	Jackson Financial Inc.	3,525	$360,924

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$469,129	13,271	+8352.9%	Shares	Sole	2026-08-14
2020-12-31	$7,898	157	—	Shares	Sole	2021-03-02
No filing history on record for this holder in this stock.