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Root Financial Partners, LLC

Position in LNC — Lincoln National Corp

CIK 1977181 ENCINITAS, CA

Position in LNC

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$19,560
-$7,825 QoQ
Shares Held
551
-10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in LNC Over Time

Shares Held

Position Value (USD)

Position in Insurance - Life

Financial Services · as of Jun 30, 2026

Root Financial Partners, LLC holds $619,956 across 2 Insurance - Life names.

# Ticker Company Shares Value (USD) Open

All Filings in LNC

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $19,560 551
2025-12-31 $27,385 615
2025-09-30 $21,011 521