Private Wealth Management Group, LLC

Position in LNC — Lincoln National Corp

CIK 2011342 PRINCETON, NJ

Position in LNC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$7,211

-$31 QoQ

Shares Held

204

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#529

of 614 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $169,967 across 10 Insurance - Life names. LNC ranks #9 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MFC	Manulife Financial Corp	896	$36,296
2	UNM	Unum Group	256	$22,886
3	AFL	Aflac Inc	195	$22,863
4	PRU	Prudential Financial Inc	211	$22,773
5	MET	Metlife Inc	252	$21,321
6	GL	Globe Life Inc.	71	$12,686
7	JXN	Jackson Financial Inc.	122	$12,491
8	CNO	CNO Financial Group, Inc.	190	$9,686

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,211	204	0.0%	Shares	Sole	2026-07-27
2026-03-31	$7,242	204	0.0%	Shares	Sole	2026-04-23
2025-12-31	$9,084	204	0.0%	Shares	Sole	2026-01-23
2025-09-30	$8,227	204	0.0%	Shares	Sole	2025-10-17
2025-06-30	$7,058	204	0.0%	Shares	Sole	2025-07-29
2025-03-31	$7,325	204	0.0%	Shares	Sole	2025-05-02
2024-12-31	$6,468	204	-0.5%	Shares	Sole	2025-01-27
2024-09-30	$6,459	205	+0.5%	Shares	Sole	2024-10-29
2024-06-30	$6,344	204	0.0%	Shares	Sole	2024-08-13
2024-03-31	$6,513	204	0.0%	Shares	Sole	2024-04-30
2023-12-31	$5,501	204	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.