DIVERSIFY WEALTH MANAGEMENT, LLC

Position in LNC — Lincoln National Corp

CIK 2030780 SANDY, UT

Position in LNC

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

Position Value

$913,125

+$54,735 QoQ

Shares Held

25,831

+6.8% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#230

of 614 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Financial Services · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $2,668,482 across 4 Insurance - Life names. LNC ranks #1 (34.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNC	Lincoln National Corp This page	25,831	$913,125
2	AFL	Aflac Inc	7,268	$852,173
3	MET	Metlife Inc	7,350	$621,883
4	MFC	Manulife Financial Corp	6,944	$281,301

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$913,125	25,831	+6.8%	Shares	Sole	2026-07-30
2026-03-31	$858,390	24,180	—	Shares	Sole	2026-05-01
No filing history on record for this holder in this stock.