BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in LNC — Lincoln National Corp
CIK 2010186
CINCINNATI, OH
Position in LNC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$106,050
-$450 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#445
of 614 holders
Holding Since
Mar 2020
25 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $4,419,540 across 8 Insurance - Life names. LNC ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
40,423 | $1,637,535 | |
| 2 | MET |
Metlife Inc
|
15,639 | $1,323,215 | |
| 3 | PRU |
Prudential Financial Inc
|
11,224 | $1,211,406 | |
| 4 | AFL |
Aflac Inc
|
1,038 | $121,705 | |
| 5 | LNC |
Lincoln National Corp
This page
|
3,000 | $106,050 | |
| 6 | PRI |
Primerica, Inc.
|
68 | $19,325 | |
| 7 | GL |
Globe Life Inc.
|
1 | $178 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
2 | $126 |
All Filings in LNC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,050 | 3,000 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $106,500 | 3,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $178,120 | 4,000 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $161,320 | 4,000 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $138,400 | 4,000 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $143,640 | 4,000 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $126,840 | 4,000 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $126,040 | 4,000 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $127,976 | 4,115 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $99,461 | 3,115 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $24,677 | 915 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $24,319 | 985 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $25,373 | 985 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $37,861 | 1,685 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $58,214 | 1,895 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $83,209 | 1,895 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $88,629 | 1,895 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $128,432 | 1,965 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $139,012 | 2,022 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $127,062 | 2,022 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $125,909 | 2,022 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $101,726 | 2,022 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $72,748 | 2,322 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $85,426 | 2,322 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $65,063 | 2,472 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||