Clearstead Trust, LLC

Position in LNC — Lincoln National Corp

CIK 1708001 PORTLAND, ME

Position in LNC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$8,554

+$70 QoQ

Shares Held

242

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#524

of 614 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Clearstead Trust, LLC holds $44,065 across 6 Insurance - Life names. LNC ranks #3 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	106	$12,428
2	GL	Globe Life Inc.	52	$9,291
3	LNC	Lincoln National Corp This page	242	$8,554
4	PRU	Prudential Financial Inc	57	$6,152
5	MET	Metlife Inc	50	$4,230
6	PRI	Primerica, Inc.	12	$3,410

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,554	242	+1.3%	Shares	Sole	2026-08-06
2026-03-31	$8,484	239	-26.2%	Shares	Sole	2026-05-06
2025-12-31	$14,427	324	-16.9%	Shares	Sole	2026-02-09
2025-09-30	$15,728	390	0.0%	Shares	Sole	2025-11-10
2025-06-30	$13,494	390	+15.0%	Shares	Sole	2025-08-08
2025-03-31	$12,173	339	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.