Truvestments Capital LLC

Position in LNC — Lincoln National Corp

CIK 1750405 SARASOTA, FL

Position in LNC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,709,738

+$116,321 QoQ

Shares Held

48,366

+7.8% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#165

of 614 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Truvestments Capital LLC holds $1,847,073 across 5 Insurance - Life names. LNC ranks #1 (92.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNC	Lincoln National Corp This page	48,366	$1,709,738
2	PRU	Prudential Financial Inc	1,007	$108,685
3	MET	Metlife Inc	329	$27,836
4	AFL	Aflac Inc	4	$469
5	FG	F&G Annuities & Life, Inc.	13	$345

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,709,738	48,366	+7.8%	Shares	Sole	2026-08-12
2026-03-31	$1,593,417	44,885	+36691.0%	Shares	Sole	2026-05-13
2023-12-31	$3,290	122	+1.7%	Shares	Sole	2024-02-14
2023-09-30	$2,962	120	-66.2%	Shares	Sole	2023-11-13
2023-06-30	$9,144	355	+49.8%	Shares	Sole	2023-08-10
2023-03-31	$5,325	237	+107.9%	Shares	Sole	2023-05-12
2022-12-31	$3,502	114	+0.9%	Shares	Sole	2023-02-14
2022-09-30	$4,961	113	+0.9%	Shares	Sole	2022-11-15
2022-06-30	$5,238	112	+0.9%	Shares	Sole	2022-08-09
2021-12-31	$7,576	111	+0.9%	Shares	Sole	2022-02-14
2021-09-30	$7,562	110	-26.2%	Shares	Sole	2021-10-29
2021-06-30	$9,363	149	0.0%	Shares	Sole	2021-08-12
2021-03-31	$9,278	149	+38.0%	Shares	Sole	2021-05-18
2020-12-31	$5,433	108	-48.3%	Shares	Sole	2021-02-17
2020-06-30	$7,689	209	-33.0%	Shares	Sole	2020-08-06
2020-03-31	$8,211	312	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.