Position in LNC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$340,420
-$1,445 QoQ
Shares Held
9,630
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#336
of 614 holders
Holding Since
Mar 2020
26 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, 2026Holistic Financial Partners holds $340,420 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
|
9,630 | $340,420 |
All Filings in LNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,420 | 9,630 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $341,865 | 9,630 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $428,823 | 9,630 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $388,377 | 9,630 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $333,198 | 9,630 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $345,813 | 9,630 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $305,367 | 9,630 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $303,441 | 9,630 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $299,493 | 9,630 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $307,485 | 9,630 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $259,721 | 9,630 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $237,764 | 9,630 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $248,068 | 9,630 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $223,239 | 9,935 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $295,833 | 9,630 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $422,853 | 9,630 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $450,395 | 9,630 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $629,416 | 9,630 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $657,343 | 9,630 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $662,062 | 9,630 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $605,149 | 9,630 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $599,660 | 9,630 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $484,485 | 9,630 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $301,707 | 9,630 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $354,287 | 9,630 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $253,461 | 9,630 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||