Position in LNC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,302
-$23 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#539
of 614 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026PlanVest Financial, Inc holds $62,995 across 3 Insurance - Life names. LNC ranks #3 (8.4% of the industry book) .
All Filings in LNC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,302 | 150 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,325 | 150 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||