BlackDiamond Wealth Management, LLC

Position in LNC — Lincoln National Corp

CIK 1903059 NEW YORK, NY

Position in LNC

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

Position Value

$396,414

-$51,170 QoQ

Shares Held

11,214

-11.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#316

of 614 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BlackDiamond Wealth Management, LLC holds $1,009,159 across 2 Insurance - Life names. LNC ranks #2 (39.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MET	Metlife Inc	7,242	$612,745
2	LNC	Lincoln National Corp This page	11,214	$396,414

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$396,414	11,214	-11.1%	Shares	Sole	2026-08-11
2026-03-31	$447,584	12,608	-1.7%	Shares	Sole	2026-05-12
2025-12-31	$571,319	12,830	-1.0%	Shares	Sole	2026-02-10
2025-09-30	$522,918	12,966	-4.1%	Shares	Sole	2025-11-12
2025-06-30	$467,792	13,520	-1.6%	Shares	Sole	2025-08-13
2025-03-31	$493,439	13,741	-13.6%	Shares	Sole	2025-05-13
2024-12-31	$504,442	15,908	-2.2%	Shares	Sole	2025-02-10
2024-09-30	$512,289	16,258	-2.2%	Shares	Sole	2024-11-14
2024-06-30	$517,224	16,631	-9.1%	Shares	Sole	2024-08-13
2024-03-31	$583,967	18,289	-0.7%	Shares	Sole	2024-05-13
2023-12-31	$496,733	18,418	-8.9%	Shares	Sole	2024-02-09
2023-09-30	$499,305	20,223	+61.0%	Shares	Sole	2023-11-01
2023-06-30	$323,468	12,557	-11.3%	Shares	Sole	2023-07-31
2023-03-31	$318,130	14,158	+121.8%	Shares	Sole	2023-05-02
2022-12-31	$196,116	6,384	-18.5%	Shares	Sole	2023-01-18
2022-09-30	$343,903	7,832	-0.5%	Shares	Sole	2022-10-26
2022-06-30	$368,033	7,869	+0.6%	Shares	Sole	2022-07-22
2022-03-31	$511,311	7,823	+0.1%	Shares	Sole	2022-05-04
2021-12-31	$533,656	7,818	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.