Invst, LLC

Position in LNC — Lincoln National Corp

CIK 1867587 INDIANAPOLIS, IN

Position in LNC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,253,051

-$96,552 QoQ

Shares Held

35,447

-6.8% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#196

of 614 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Invst, LLC holds $3,612,095 across 3 Insurance - Life names. LNC ranks #2 (34.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MFC	Manulife Financial Corp	35,979	$1,457,509
2	LNC	Lincoln National Corp This page	35,447	$1,253,051
3	AFL	Aflac Inc	7,689	$901,535

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,253,051	35,447	-6.8%	Shares	Sole	2026-08-14
2026-03-31	$1,349,603	38,017	+7.3%	Shares	Sole	2026-05-13
2025-12-31	$1,577,475	35,425	+19.1%	Shares	Sole	2026-02-11
2025-09-30	$1,199,857	29,751	+1.1%	Shares	Sole	2026-02-04
2025-06-30	$1,017,724	29,414	—	Shares	Sole	2025-10-16
No filing history on record for this holder in this stock.