Position in LNC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,038,476
+$5,746 QoQ
Shares Held
29,377
+1.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#214
of 614 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Nicholas Wealth, LLC. holds $2,227,273 across 2 Insurance - Life names. LNC ranks #2 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
10,139 | $1,188,797 | |
| 2 | LNC |
Lincoln National Corp
This page
|
29,377 | $1,038,476 |
All Filings in LNC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,038,476 | 29,377 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,032,730 | 29,091 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,165,394 | 26,171 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $937,269 | 23,240 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $639,650 | 18,487 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $540,301 | 15,046 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $800,296 | 25,238 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $662,749 | 21,033 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $765,744 | 24,622 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $700,065 | 21,925 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $633,471 | 23,488 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $485,899 | 19,680 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||