Position in LNC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,272
-$6 QoQ
Shares Held
36
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#572
of 614 holders
Holding Since
Jun 2023
13 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, 2026CALDWELL SUTTER CAPITAL, INC. holds $690,386 across 5 Insurance - Life names. LNC ranks #5 (0.2% of the industry book) .
All Filings in LNC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,272 | 36 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,278 | 36 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,603 | 36 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,451 | 36 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,245 | 36 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,292 | 36 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,141 | 36 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,134 | 36 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,119 | 36 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,149 | 36 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $970 | 36 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $888 | 36 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $927 | 36 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||