INDEPENDENT FINANCIAL GROUP, LLC

Position in LNC — Lincoln National Corp

CIK 275484 SAN DIEGO, CA

Position in LNC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$344,839

+$844 QoQ

Shares Held

9,755

+0.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#331

of 614 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $2,520,266 across 5 Insurance - Life names. LNC ranks #4 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	8,066	$945,738
2	MFC	Manulife Financial Corp	12,173	$493,128
3	PRU	Prudential Financial Inc	3,713	$400,744
4	LNC	Lincoln National Corp This page	9,755	$344,839
5	MET	Metlife Inc	3,969	$335,817

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$344,839	9,755	+0.7%	Shares	Sole	2026-07-15
2026-03-31	$343,995	9,690	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.