Position in LNC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,095
+$598 QoQ
Shares Held
31
+121.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#579
of 614 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $27,906 across 12 Insurance - Life names. LNC ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
70 | $7,555 | |
| 2 | MET |
Metlife Inc
|
59 | $4,991 | |
| 3 | AFL |
Aflac Inc
|
32 | $3,752 | |
| 4 | GL |
Globe Life Inc.
|
17 | $3,037 | |
| 5 | UNM |
Unum Group
|
25 | $2,235 | |
| 6 | PRI |
Primerica, Inc.
|
7 | $1,989 | |
| 7 | JXN |
Jackson Financial Inc.
|
13 | $1,331 | |
| 8 | LNC |
Lincoln National Corp
This page
|
31 | $1,095 |
All Filings in LNC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,095 | 31 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $497 | 14 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $623 | 14 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $564 | 14 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $484 | 14 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $179 | 5 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||