Position in LNC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$12,301
-$20,110 QoQ
Shares Held
348
-61.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#512
of 614 holders
Holding Since
Mar 2024
10 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, 2026HHM Wealth Advisors, LLC holds $3,071,660 across 7 Insurance - Life names. LNC ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNM |
Unum Group
|
31,593 | $2,824,414 | |
| 2 | PRU |
Prudential Financial Inc
|
856 | $92,388 | |
| 3 | MET |
Metlife Inc
|
730 | $61,765 | |
| 4 | AFL |
Aflac Inc
|
341 | $39,982 | |
| 5 | MFC |
Manulife Financial Corp
|
984 | $39,861 | |
| 6 | LNC |
Lincoln National Corp
This page
|
348 | $12,301 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
15 | $949 |
All Filings in LNC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,301 | 348 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $32,411 | 913 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $40,655 | 913 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $36,821 | 913 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $31,589 | 913 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $32,785 | 913 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $28,951 | 913 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $28,768 | 913 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $28,394 | 913 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $29,152 | 913 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||