INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Position in LNC — Lincoln National Corp

CIK 1818604 ORLANDO, FL

Position in LNC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$766,706

-$54,480 QoQ

Shares Held

21,689

-6.2% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#250

of 614 holders

Holding Since

Dec 2020

15 quarters on record

Financial Services · as of Jun 30, 2026

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC holds $18,854,636 across 8 Insurance - Life names. LNC ranks #4 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc	139,092	$15,012,199
2	JXN	Jackson Financial Inc.	12,247	$1,253,970
3	MET	Metlife Inc	13,946	$1,179,971
4	LNC	Lincoln National Corp This page	21,689	$766,706
5	AFL	Aflac Inc	3,581	$419,872
6	GL	Globe Life Inc.	722	$129,006
7	UNM	Unum Group	750	$67,050
8	PRI	Primerica, Inc.	91	$25,862

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$766,706	21,689	-6.2%	Shares	Sole	2026-07-22
2026-03-31	$821,186	23,132	+2.8%	Shares	Sole	2026-05-01
2025-12-31	$1,001,969	22,501	-7.1%	Shares	Sole	2026-02-03
2025-09-30	$976,510	24,213	0.0%	Shares	Sole	2025-10-31
2025-06-30	$837,769	24,213	-49.9%	Shares	Sole	2025-07-29
2025-03-31	$1,736,463	48,356	+14.7%	Shares	Sole	2025-04-23
2024-12-31	$1,336,798	42,157	-95.6%	Shares	Sole	2025-01-08
2024-09-30	$30,450,602	966,379	+3488.2%	Shares	Sole	2024-10-22
2024-06-30	$837,585	26,932	+8.3%	Shares	Sole	2024-07-30
2024-03-31	$793,747	24,859	-6.9%	Shares	Sole	2024-04-11
2023-12-31	$719,802	26,689	-1.7%	Shares	Sole	2024-01-25
2023-09-30	$670,679	27,164	+58.6%	Shares	Sole	2023-10-10
2023-06-30	$441,114	17,124	+1509.4%	Shares	Sole	2023-07-20
2021-03-31	$66,255	1,064	0.0%	Shares	Sole	2021-04-19
2020-12-31	$53,529	1,064	—	Shares	Sole	2021-04-19
No filing history on record for this holder in this stock.