Measured Wealth Private Client Group, LLC
Position in LNC — Lincoln National Corp
CIK 1720235
PORTSMOUTH, NH
Position in LNC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$71,760
-$104,213 QoQ
Shares Held
2,030
-59.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#457
of 614 holders
Holding Since
Mar 2025
6 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, 2026Measured Wealth Private Client Group, LLC holds $988,013 across 7 Insurance - Life names. LNC ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
2,863 | $335,686 | |
| 2 | JXN |
Jackson Financial Inc.
|
3,222 | $329,900 | |
| 3 | MFC |
Manulife Financial Corp
|
4,829 | $195,622 | |
| 4 | LNC |
Lincoln National Corp
This page
|
2,030 | $71,760 | |
| 5 | MET |
Metlife Inc
|
424 | $35,874 | |
| 6 | PRU |
Prudential Financial Inc
|
171 | $18,456 | |
| 7 | UNM |
Unum Group
|
8 | $715 |
All Filings in LNC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,760 | 2,030 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $175,973 | 4,957 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $922,171 | 20,709 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $339,981 | 8,430 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $289,705 | 8,373 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $235,856 | 6,568 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||