Position in LNC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$59,246
+$1,346 QoQ
Shares Held
1,676
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#465
of 614 holders
Holding Since
Mar 2021
19 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, 2026CVA Family Office, LLC holds $893,894 across 13 Insurance - Life names. LNC ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
2,230 | $261,467 | |
| 2 | MET |
Metlife Inc
|
2,646 | $223,878 | |
| 3 | PRU |
Prudential Financial Inc
|
1,186 | $128,004 | |
| 4 | UNM |
Unum Group
|
1,430 | $127,842 | |
| 5 | LNC |
Lincoln National Corp
This page
|
1,676 | $59,246 | |
| 6 | GL |
Globe Life Inc.
|
223 | $39,845 | |
| 7 | PRI |
Primerica, Inc.
|
62 | $17,620 | |
| 8 | JXN |
Jackson Financial Inc.
|
94 | $9,624 |
All Filings in LNC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,246 | 1,676 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $57,900 | 1,631 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $61,228 | 1,375 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $55,453 | 1,375 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $47,575 | 1,375 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $49,878 | 1,389 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $43,601 | 1,375 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $43,326 | 1,375 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $42,762 | 1,375 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $43,903 | 1,375 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $37,083 | 1,375 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $55,512 | 2,155 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $17,526 | 780 | Shares | Sole | 2023-04-27 | |
| 2022-09-30 | $5,927 | 135 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $7,015 | 150 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $41,830 | 640 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $41,638 | 610 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $35,818 | 570 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $8,406 | 135 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||