Position in LNC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,976,241
-$109,455 QoQ
Shares Held
55,905
-4.8% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
2.88%
of 13F equity value
Holder Rank
#150
of 614 holders
Holding Since
Mar 2024
10 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, 2026ALLEN WEALTH MANAGEMENT, LLC holds $2,215,687 across 2 Insurance - Life names. LNC ranks #1 (89.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNC |
Lincoln National Corp
This page
|
55,905 | $1,976,241 | |
| 2 | MET |
Metlife Inc
|
2,830 | $239,446 |
All Filings in LNC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,976,241 | 55,905 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,085,696 | 58,752 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,495,728 | 56,046 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,244,203 | 55,646 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,061,952 | 59,594 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,121,993 | 59,092 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,797,735 | 56,693 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,644,790 | 52,199 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,434,114 | 46,113 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,393,968 | 43,657 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||