Sound View Wealth Advisors Group, LLC
Position in LNC — Lincoln National Corp
CIK 1784777
SAVANNAH, GA
Position in LNC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$528,977
+$72,092 QoQ
Shares Held
14,964
+16.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#289
of 614 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $7,958,936 across 3 Insurance - Life names. LNC ranks #2 (6.6% of the industry book) .
All Filings in LNC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $528,977 | 14,964 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $456,885 | 12,870 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $545,091 | 12,241 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $516,909 | 12,817 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $442,637 | 12,793 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $453,615 | 12,632 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $423,772 | 13,364 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $419,933 | 13,327 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $363,154 | 11,677 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $385,267 | 12,066 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $364,364 | 13,510 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $317,241 | 12,849 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $285,292 | 11,075 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $415,027 | 13,510 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $215,378 | 4,905 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $229,406 | 4,905 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $320,590 | 4,905 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $334,815 | 4,905 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $337,218 | 4,905 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $308,230 | 4,905 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $344,353 | 5,530 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $286,112 | 5,687 | Shares | Sole | 2021-02-02 | |
| 2020-06-30 | $203,448 | 5,530 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||