WEALTH ALLIANCE, LLC

Position in LNC — Lincoln National Corp

CIK 1793904 MELLVILLE, NY

Position in LNC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$212,206

-$25,005 QoQ

Shares Held

6,003

-10.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#413

of 614 holders

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $1,997,978 across 5 Insurance - Life names. LNC ranks #5 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PUK	Prudential PLC	23,663	$634,405
2	MFC	Manulife Financial Corp	12,125	$491,183
3	MET	Metlife Inc	3,997	$338,186
4	PRI	Primerica, Inc.	1,133	$321,998
5	LNC	Lincoln National Corp This page	6,003	$212,206

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,206	6,003	-10.2%	Shares	Defined	2026-08-11
2026-03-31	$237,211	6,682	-1.8%	Shares	Defined	2026-05-14
2025-12-31	$302,982	6,804	-2.0%	Shares	Defined	2026-02-13
2025-09-30	$280,051	6,944	+39.9%	Shares	Defined	2025-11-07
2022-09-30	$217,968	4,964	-13.6%	Shares	Sole	2022-11-14
2022-06-30	$268,739	5,746	-3.6%	Shares	Sole	2022-10-11
2022-03-31	$389,741	5,963	-0.2%	Shares	Defined	2022-05-10
2021-12-31	$407,920	5,976	-1.7%	Shares	Sole	2022-02-14
2021-09-30	$417,861	6,078	-0.1%	Shares	Sole	2021-11-12
2021-06-30	$382,444	6,086	+22.8%	Shares	Defined	2021-08-16
2021-03-31	$308,672	4,957	-19.3%	Shares	Sole	2021-05-18
2020-12-31	$308,953	6,141	—	Shares	Defined	2021-02-11
No filing history on record for this holder in this stock.