Position in LNC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$434,734
-$35,002 QoQ
Shares Held
12,298
-7.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#305
of 614 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $832,062 across 2 Insurance - Life names. LNC ranks #1 (52.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNC |
Lincoln National Corp
This page
|
12,298 | $434,734 | |
| 2 | MET |
Metlife Inc
|
4,696 | $397,328 |
All Filings in LNC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,734 | 12,298 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $469,736 | 13,232 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $587,484 | 13,193 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $534,977 | 13,265 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $484,746 | 14,010 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $533,478 | 14,856 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $475,808 | 15,005 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $472,366 | 14,991 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $441,091 | 14,183 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $454,778 | 14,243 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $365,901 | 13,567 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $256,800 | 10,401 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $211,798 | 8,222 | Shares | Sole | 2023-07-12 | |
| 2022-09-30 | $296,480 | 6,752 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $311,441 | 6,659 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $405,885 | 6,210 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $423,143 | 6,199 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $472,450 | 6,872 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $439,125 | 6,988 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $386,509 | 6,207 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $384,116 | 7,635 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $231,685 | 7,395 | Shares | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||