Position in LNC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$176
-$4,971 QoQ
Shares Held
5
-96.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#609
of 614 holders
Holding Since
Jun 2020
18 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,519,997 across 10 Insurance - Life names. LNC ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
11,181 | $1,310,972 | |
| 2 | MFC |
Manulife Financial Corp
|
2,749 | $111,361 | |
| 3 | JXN |
Jackson Financial Inc.
|
466 | $47,713 | |
| 4 | PRU |
Prudential Financial Inc
|
241 | $26,011 | |
| 5 | MET |
Metlife Inc
|
217 | $18,360 | |
| 6 | PUK |
Prudential PLC
|
113 | $3,029 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
17 | $1,076 | |
| 8 | PRI |
Primerica, Inc.
|
3 | $852 |
All Filings in LNC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $176 | 5 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,147 | 145 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,456 | 145 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,847 | 145 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,017 | 145 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,027 | 140 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,439 | 140 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,411 | 140 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,354 | 140 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,470 | 140 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,775 | 140 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,456 | 140 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,606 | 140 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,145 | 140 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $4,823 | 157 | Shares | Sole | 2023-02-01 | |
| 2020-12-31 | $62,233 | 1,237 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $38,285 | 1,222 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $44,479 | 1,209 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||