BURNEY CO/

Position in LNC — Lincoln National Corp

CIK 940445 RESTON, VA

Position in LNC

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$240,015

-$24,404 QoQ

Shares Held

6,761

+13.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BURNEY CO/ holds $13,886,267 across 5 Insurance - Life names.

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	47,079	$5,520,012
2	MET	Metlife Inc	36,800	$3,113,648
3	PRU	Prudential Financial Inc	22,543	$2,433,065
4	UNM	Unum Group	17,916	$1,601,690
5	MFC	Manulife Financial Corp	30,063	$1,217,852

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$240,015	6,761	+13.9%	Shares	Sole	2026-04-29
2025-12-31	$264,419	5,938	-35.0%	Shares	Sole	2026-01-23
2022-09-30	$401,249	9,138	+5.9%	Shares	Sole	2022-11-15
2022-06-30	$403,578	8,629	-23.9%	Shares	Sole	2022-08-12
2022-03-31	$740,986	11,337	-0.2%	Shares	Sole	2022-05-09
2021-12-31	$775,092	11,355	-35.4%	Shares	Sole	2022-02-11
2021-09-30	$1,208,968	17,585	+1.9%	Shares	Sole	2021-11-12
2021-06-30	$1,084,304	17,255	-42.0%	Shares	Sole	2021-08-06
2021-03-31	$1,853,404	29,764	+89.7%	Shares	Sole	2021-05-13
2020-12-31	$789,363	15,690	+13.1%	Shares	Sole	2021-02-11
2020-09-30	$434,515	13,869	—	Shares	Sole	2020-12-14
No filing history on record for this holder in this stock.