Position in LNC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,696
-$2,534 QoQ
Shares Held
48
-58.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#564
of 614 holders
Holding Since
Mar 2020
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, 2026WEST PACES ADVISORS INC. holds $90,876 across 5 Insurance - Life names. LNC ranks #5 (1.9% of the industry book) .
All Filings in LNC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,696 | 48 | Shares | Sole | 2026-07-20 | |
| 2020-06-30 | $4,230 | 115 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $3,026 | 115 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||