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Roehl & Yi Investment Advisors, LLC

Position in LNC — Lincoln National Corp

CIK 2097566 Eugene, OR

Position in LNC

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$234,797
-$59,724 QoQ
Shares Held
6,614
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in LNC Over Time

Shares Held

Position Value (USD)

All Filings in LNC

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $234,797 6,614
2025-12-31 $294,521 6,614
2025-09-30 $266,742 6,614
2025-06-30 $228,844 6,614
2025-03-31 $237,508 6,614
2024-12-31 $209,729 6,614