Position in LNC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,038,723
-$28,726 QoQ
Shares Held
29,384
-2.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#213
of 614 holders
Holding Since
Mar 2020
24 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, 2026Independent Advisor Alliance holds $16,627,186 across 8 Insurance - Life names. LNC ranks #7 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
51,684 | $4,372,982 | |
| 2 | AFL |
Aflac Inc
|
35,419 | $4,152,877 | |
| 3 | MFC |
Manulife Financial Corp
|
52,555 | $2,129,002 | |
| 4 | PRU |
Prudential Financial Inc
|
14,683 | $1,584,735 | |
| 5 | JXN |
Jackson Financial Inc.
|
15,103 | $1,546,395 | |
| 6 | BHF |
Brighthouse Financial, Inc.
|
23,926 | $1,514,515 | |
| 7 | LNC |
Lincoln National Corp
This page
|
29,384 | $1,038,723 | |
| 8 | UNM |
Unum Group
|
3,221 | $287,957 |
All Filings in LNC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,038,723 | 29,384 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,067,449 | 30,069 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,000,588 | 22,470 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $858,907 | 21,297 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $764,521 | 22,096 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $800,756 | 22,299 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $667,621 | 21,054 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $660,196 | 20,952 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,329,150 | 42,738 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $576,144 | 18,044 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $330,301 | 12,247 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $203,452 | 7,898 | Shares | Sole | 2023-07-28 | |
| 2022-12-31 | $317,306 | 10,329 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $400,854 | 9,129 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $322,525 | 6,896 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $454,774 | 6,958 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $451,676 | 6,617 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $658,968 | 9,585 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $585,920 | 9,324 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $565,037 | 9,074 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $481,617 | 9,573 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $315,555 | 10,072 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $381,549 | 10,371 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $267,305 | 10,156 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||