HB Wealth Management, LLC

Position in LNC — Lincoln National Corp

CIK 1911253 Atlanta, GA

Position in LNC

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$886,861

-$146,813 QoQ

Shares Held

24,982

+7.6% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

HB Wealth Management, LLC holds $18,855,660 across 11 Insurance - Life names. LNC ranks #6 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	67,076	$7,358,907
2	PRU	Prudential Financial Inc	30,013	$2,931,969
3	MET	Metlife Inc	40,517	$2,865,362
4	MFC	Manulife Financial Corp	58,203	$2,004,511
5	UNM	Unum Group	16,112	$1,176,659
6	LNC	Lincoln National Corp This page	24,982	$886,861
7	GL	Globe Life Inc.	4,740	$659,665
8	PRI	Primerica, Inc.	2,335	$584,870

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$886,861	24,982	+7.6%	Shares	Sole	2026-04-27
2025-12-31	$1,033,674	23,213	-0.2%	Shares	Sole	2026-01-28
2025-09-30	$937,914	23,256	+10.8%	Shares	Sole	2025-10-23
2025-06-30	$726,254	20,990	-6.0%	Shares	Sole	2025-07-17
2025-03-31	$801,834	22,329	+0.8%	Shares	Sole	2025-05-07
2024-12-31	$702,376	22,150	+15.4%	Shares	Sole	2025-01-15
2024-09-30	$604,645	19,189	-2.0%	Shares	Sole	2024-10-15
2024-06-30	$609,186	19,588	+3.3%	Shares	Sole	2024-07-26
2024-03-31	$605,265	18,956	+8.9%	Shares	Sole	2024-04-30
2023-12-31	$469,385	17,404	-23.3%	Shares	Sole	2024-01-16
2023-09-30	$560,438	22,699	+25.2%	Shares	Sole	2023-10-13
2023-06-30	$466,977	18,128	+25.6%	Shares	Sole	2023-07-13
2023-03-31	$324,219	14,429	-3.3%	Shares	Sole	2023-04-13
2022-12-31	$458,280	14,918	+3.2%	Shares	Sole	2023-01-20
2022-09-30	$634,587	14,452	+113.0%	Shares	Sole	2022-10-19
2022-06-30	$317,287	6,784	—	Shares	Sole	2022-07-15
No filing history on record for this holder in this stock.