Position in LNC
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$2,137,064
-$541,148 QoQ
Shares Held
60,199
+0.1% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Oliver Luxxe Assets LLC holds $416,717 across 1 Insurance - Life name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
3,861 | $416,717 |
All Filings in LNC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,137,064 | 60,199 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,678,212 | 60,144 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,423,066 | 60,081 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,378,464 | 39,840 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,408,857 | 39,233 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||