Position in LNC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,236,210
-$10,313,614 QoQ
Shares Held
372,851
-29.5% QoQ
Ownership
0.195%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 70.24146374825332.ToString("F0")%
Shared 0.ToString("F0")%
None 29.758536251746676.ToString("F0")%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026CSM Advisors, LLC holds $26,651,551 across 4 Insurance - Life names. LNC ranks #1 (49.7% of the industry book) .
All Filings in LNC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,236,210 | 372,851 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,549,824 | 528,853 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $13,480,463 | 334,254 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||