ACTION POINT FINANCIAL PLANNING, LLC
Position in LNC — Lincoln National Corp
CIK 2116119
GRAND RAPIDS, MI
Position in LNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$38,490
New position
Shares Held
1,089
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#480
of 614 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Life
Financial Services · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $386,830 across 14 Insurance - Life names. LNC ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
1,395 | $118,024 | |
| 2 | PRU |
Prudential Financial Inc
|
833 | $89,895 | |
| 3 | AFL |
Aflac Inc
|
406 | $47,599 | |
| 4 | LNC |
Lincoln National Corp
This page
|
1,089 | $38,490 | |
| 5 | GL |
Globe Life Inc.
|
140 | $25,009 | |
| 6 | UNM |
Unum Group
|
174 | $15,553 | |
| 7 | JXN |
Jackson Financial Inc.
|
130 | $13,308 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
156 | $9,871 |
All Filings in LNC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,490 | 1,089 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||