Keystone Financial Group

Position in LNC — Lincoln National Corp

CIK 1729299 LEXINGTON, KY

Position in LNC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,524,873

+$96,993 QoQ

Shares Held

71,425

+4.4% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#132

of 614 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Keystone Financial Group holds $2,524,873 across 1 Insurance - Life name. LNC ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LNC	Lincoln National Corp This page	71,425	$2,524,873

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,524,873	71,425	+4.4%	Shares	Sole	2026-07-29
2026-03-31	$2,427,880	68,391	+6.0%	Shares	Sole	2026-05-13
2025-12-31	$2,873,298	64,525	-7.9%	Shares	Sole	2026-02-06
2025-09-30	$2,827,012	70,097	+706.3%	Shares	Sole	2025-11-17
2025-06-30	$300,812	8,694	-85.6%	Shares	Sole	2025-08-13
2025-03-31	$2,170,436	60,441	+1.5%	Shares	Sole	2025-05-13
2024-12-31	$1,888,489	59,555	+462.6%	Shares	Sole	2025-02-13
2024-09-30	$333,564	10,586	+1.2%	Shares	Sole	2025-02-19
2024-06-30	$325,430	10,464	-17.9%	Shares	Sole	2024-07-31
2023-09-30	$314,723	12,747	+4.9%	Shares	Sole	2023-11-06
2023-06-30	$312,958	12,149	+5.3%	Shares	Sole	2023-08-07
2022-12-31	$354,478	11,539	+3.0%	Shares	Sole	2023-02-07
2022-09-30	$491,704	11,198	+35.3%	Shares	Sole	2022-11-10
2022-06-30	$387,068	8,276	+14.8%	Shares	Sole	2022-08-05
2022-03-31	$471,049	7,207	+65.4%	Shares	Sole	2022-05-13
2021-12-31	$297,408	4,357	-15.2%	Shares	Sole	2022-02-11
2021-09-30	$353,237	5,138	-3.4%	Shares	Sole	2021-11-12
2021-06-30	$334,120	5,317	-3.6%	Shares	Sole	2021-08-13
2021-03-31	$343,356	5,514	+2.9%	Shares	Sole	2021-05-11
2020-12-31	$269,460	5,356	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.