Pinnacle Wealth Planning Services, Inc.
Position in LNC — Lincoln National Corp
CIK 1726752
MANSFIELD, OH
Position in LNC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$291,390
-$14,478 QoQ
Shares Held
8,243
-4.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#356
of 613 holders
Holding Since
Dec 2020
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, 2026Pinnacle Wealth Planning Services, Inc. holds $3,215,312 across 14 Insurance - Life names. LNC ranks #6 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
6,818 | $576,870 | |
| 2 | PRU |
Prudential Financial Inc
|
4,695 | $506,731 | |
| 3 | AFL |
Aflac Inc
|
3,662 | $429,369 | |
| 4 | GL |
Globe Life Inc.
|
2,114 | $377,729 | |
| 5 | MFC |
Manulife Financial Corp
|
7,549 | $305,809 | |
| 6 | LNC |
Lincoln National Corp
This page
|
8,243 | $291,390 | |
| 7 | PUK |
Prudential PLC
|
9,226 | $247,349 | |
| 8 | JXN |
Jackson Financial Inc.
|
1,536 | $157,271 |
All Filings in LNC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,390 | 8,243 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $305,868 | 8,616 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $373,294 | 8,383 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $336,553 | 8,345 | Shares | Sole | 2025-11-13 | |
| 2020-12-31 | $83,966 | 1,669 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||