Position in LNC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,237
+$492 QoQ
Shares Held
35
+66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#575
of 614 holders
Holding Since
Dec 2023
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, 2026Avion Wealth holds $200,138 across 11 Insurance - Life names. LNC ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
3,059 | $123,920 | |
| 2 | AFL |
Aflac Inc
|
150 | $17,587 | |
| 3 | PRU |
Prudential Financial Inc
|
140 | $15,110 | |
| 4 | MET |
Metlife Inc
|
170 | $14,383 | |
| 5 | FG |
F&G Annuities & Life, Inc.
|
523 | $13,906 | |
| 6 | CNO |
CNO Financial Group, Inc.
|
151 | $7,697 | |
| 7 | GL |
Globe Life Inc.
|
16 | $2,858 | |
| 8 | UNM |
Unum Group
|
19 | $1,698 |
All Filings in LNC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,237 | 35 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $745 | 21 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $935 | 21 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1 | 37 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1 | 37 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,077 | 30 | Shares | Sole | 2025-05-09 | |
| 2024-09-30 | $661 | 21 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $653 | 21 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1 | 21 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1 | 21 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||