Position in LNC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,053,606
-$15,831 QoQ
Shares Held
29,805
-1.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#209
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, 2026KEYNOTE FINANCIAL SERVICES LLC holds $3,043,609 across 4 Insurance - Life names. LNC ranks #2 (34.6% of the industry book) .
All Filings in LNC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,053,606 | 29,805 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,069,437 | 30,125 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,337,458 | 30,035 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,214,658 | 30,118 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,070,212 | 30,931 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,139,460 | 31,731 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,010,470 | 31,866 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,055,301 | 33,491 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,105,947 | 35,561 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,135,462 | 35,561 | Shares | Sole | 2024-06-13 | |
| No filing history on record for this holder in this stock. | ||||||