Clearstead Advisors, LLC

Position in LNC — Lincoln National Corp

CIK 842775 CLEVELAND, OH

Position in LNC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$116,796

+$30,283 QoQ

Shares Held

3,304

+35.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#441

of 614 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Clearstead Advisors, LLC holds $7,129,491 across 16 Insurance - Life names. LNC ranks #7 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	18,633	$2,184,719
2	PRU	Prudential Financial Inc	16,515	$1,782,463
3	GL	Globe Life Inc.	5,798	$1,035,986
4	MFC	Manulife Financial Corp	22,584	$914,877
5	UNM	Unum Group	6,298	$563,041
6	MET	Metlife Inc	4,977	$421,103
7	LNC	Lincoln National Corp This page	3,304	$116,796
8	GNW	Genworth Financial Inc	3,981	$37,700

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$116,796	3,304	+35.6%	Shares	Sole	2026-08-06
2026-03-31	$86,513	2,437	-17.4%	Shares	Sole	2026-05-06
2025-12-31	$131,318	2,949	-5.4%	Shares	Sole	2026-02-09
2025-09-30	$125,748	3,118	+1.2%	Shares	Sole	2025-11-10
2025-06-30	$106,602	3,081	+17.3%	Shares	Sole	2025-08-08
2025-03-31	$94,335	2,627	+1.1%	Shares	Sole	2025-05-13
2024-12-31	$82,382	2,598	+0.2%	Shares	Sole	2025-02-10
2024-09-30	$81,673	2,592	-43.6%	Shares	Sole	2024-11-13
2024-06-30	$142,811	4,592	0.0%	Shares	Sole	2024-08-12
2024-03-31	$146,622	4,592	-0.4%	Shares	Sole	2024-05-14
2023-12-31	$124,304	4,609	-14.9%	Shares	Sole	2024-02-12
2023-09-30	$133,770	5,418	+0.2%	Shares	Sole	2023-11-07
2023-06-30	$139,232	5,405	+77.6%	Shares	Sole	2023-08-07
2023-03-31	$68,398	3,044	-26.5%	Shares	Sole	2023-05-09
2022-12-31	$127,180	4,140	-0.3%	Shares	Sole	2023-02-14
2022-09-30	$182,358	4,153	+0.6%	Shares	Sole	2022-11-15
2022-06-30	$193,019	4,127	+1.9%	Shares	Sole	2022-08-12
2022-03-31	$264,773	4,051	+85.9%	Shares	Sole	2022-05-04
2021-12-31	$148,738	2,179	0.0%	Shares	Sole	2022-02-14
2021-09-30	$149,806	2,179	-1.4%	Shares	Sole	2021-11-12
2021-06-30	$138,939	2,211	+1.5%	Shares	Sole	2021-08-12
2021-03-31	$135,686	2,179	0.0%	Shares	Sole	2021-05-14
2020-12-31	$109,625	2,179	0.0%	Shares	Sole	2021-02-11
2020-09-30	$68,268	2,179	0.0%	Shares	Sole	2020-11-12
2020-06-30	$80,165	2,179	0.0%	Shares	Sole	2020-08-11
2020-03-31	$57,351	2,179	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.