Position in LNC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$314,827
-$72,494 QoQ
Shares Held
8,906
+2.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#348
of 613 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026INNEALTA CAPITAL, LLC holds $742,861 across 2 Insurance - Life names. LNC ranks #2 (42.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHF |
Brighthouse Financial, Inc.
|
6,762 | $428,034 | |
| 2 | LNC |
Lincoln National Corp
This page
|
8,906 | $314,827 |
All Filings in LNC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,827 | 8,906 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $387,321 | 8,698 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $350,790 | 8,698 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $300,950 | 8,698 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $309,939 | 8,631 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $38,531 | 1,239 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $363,842 | 11,395 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||