Carson Advisory Inc.

Position in LNC — Lincoln National Corp

CIK 1909304 ATHENS, GA

Position in LNC

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

Position Value

$284,567

+$2,342 QoQ

Shares Held

8,050

+1.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#364

of 614 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Carson Advisory Inc. holds $4,425,741 across 4 Insurance - Life names. LNC ranks #4 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JXN	Jackson Financial Inc.	20,818	$2,131,555
2	AFL	Aflac Inc	9,272	$1,087,142
3	PRU	Prudential Financial Inc	8,547	$922,477
4	LNC	Lincoln National Corp This page	8,050	$284,567

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$284,567	8,050	+1.3%	Shares	Sole	2026-08-11
2026-03-31	$282,225	7,950	0.0%	Shares	Sole	2026-05-07
2025-12-31	$354,013	7,950	0.0%	Shares	Sole	2026-02-12
2025-09-30	$320,623	7,950	-1.9%	Shares	Sole	2025-11-06
2025-06-30	$280,260	8,100	+1.2%	Shares	Sole	2025-08-05
2025-03-31	$287,280	8,000	-8.0%	Shares	Sole	2025-05-02
2024-12-31	$275,877	8,700	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.