Mowery & Schoenfeld Wealth Management, LLC
Position in LNC — Lincoln National Corp
CIK 2019946
LINCOLNSHIRE, IL
Position in LNC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$813
-$3 QoQ
Shares Held
23
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#585
of 614 holders
Holding Since
Dec 2024
7 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $35,661 across 4 Insurance - Life names. LNC ranks #4 (2.3% of the industry book) .
All Filings in LNC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $813 | 23 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $816 | 23 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,024 | 23 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $927 | 23 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $795 | 23 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $825 | 23 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $856 | 27 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||