AE Wealth Management LLC

Position in LNC — Lincoln National Corp

CIK 1697723 TOPEKA, KS

Position in LNC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$838,172

+$155,796 QoQ

Shares Held

23,711

+23.4% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#246

of 617 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

AE Wealth Management LLC holds $67,556,856 across 9 Insurance - Life names. LNC ranks #5 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc	347,225	$37,475,959
2	MET	Metlife Inc	298,823	$25,283,381
3	AFL	Aflac Inc	16,789	$1,968,494
4	UNM	Unum Group	11,021	$985,266
5	LNC	Lincoln National Corp This page	23,711	$838,172
6	JXN	Jackson Financial Inc.	3,771	$386,092
7	GL	Globe Life Inc.	1,377	$246,036
8	MFC	Manulife Financial Corp	5,963	$241,558

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$838,172	23,711	+23.4%	Shares	Other	2026-08-03
2026-03-31	$682,376	19,222	+5.5%	Shares	Other	2026-05-13
2025-12-31	$811,689	18,228	-4.5%	Shares	Other	2026-01-26
2025-09-30	$769,774	19,087	-2.0%	Shares	Other	2025-11-03
2025-06-30	$673,693	19,471	+0.7%	Shares	Sole	2025-08-06
2025-03-31	$694,317	19,335	+1.4%	Shares	Other	2025-05-06
2024-12-31	$604,833	19,074	-6.6%	Shares	Other	2025-02-13
2024-09-30	$643,369	20,418	-1.0%	Shares	Other	2024-11-14
2024-06-30	$641,621	20,631	+10.4%	Shares	Other	2024-08-12
2024-03-31	$596,864	18,693	-62.4%	Shares	Other	2024-05-15
2023-12-31	$1,339,222	49,656	+12.4%	Shares	Sole	2024-02-14
2023-09-30	$1,090,977	44,187	-2.2%	Shares	Sole	2023-10-11
2023-06-30	$1,163,347	45,161	+83.2%	Shares	Sole	2023-07-10
2023-03-31	$553,930	24,652	+17.1%	Shares	Sole	2023-04-14
2022-12-31	$646,871	21,057	-92.5%	Shares	Sole	2023-01-31
2022-09-30	$12,271,483	279,469	+8.1%	Shares	Sole	2022-10-25
2022-06-30	$12,085,788	258,409	+50.2%	Shares	Sole	2022-08-03
2022-03-31	$11,242,116	172,003	+44.4%	Shares	Sole	2022-04-18
2021-12-31	$8,130,312	119,108	+435.1%	Shares	Sole	2022-01-20
2021-09-30	$1,530,443	22,261	+1.3%	Shares	Sole	2021-11-01
2021-06-30	$1,380,594	21,970	+8.4%	Shares	Sole	2021-07-21
2021-03-31	$1,261,839	20,264	-21.6%	Shares	Sole	2021-04-27
2020-12-31	$1,299,557	25,831	+15.7%	Shares	Sole	2021-02-01
2020-09-30	$699,222	22,318	+25.1%	Shares	Sole	2020-11-06
2020-06-30	$656,370	17,841	+33.3%	Shares	Sole	2020-08-05
2020-03-31	$352,240	13,383	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.