Focused Wealth Management »

Lincoln National Corporation shares owned by Focused Wealth Management

Quarter-by-quarter ownership of Lincoln National Corporation (LNC) shares owned by Focused Wealth Management from 13F filings

Historical chart of Focused Wealth Management investment in Lincoln National Corporation

Tip: Access up to 7 years of quarterly data

All positions including Lincoln National Corporation held by Focused Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lincoln National Corporation by Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $92k 3.4k 26.97
2018-03-31 $161k 2.2k 73.18
2017-12-31 $169k 2.2k 76.82
2017-06-30 $149k 2.2k 67.73

More positions owned by Focused Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard World Mega Grwth Ind (MGK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Focused Wealth Management

Top funds holding Lincoln National Corporation

Vanguard Group
Hsbc Holdings
Apollo Management Holdings
LSV Asset Management
Goldman Sachs Group
Jacobs Levy Equity Management
Bank of New York Mellon
Dimensional Fund Advisors
Charles Schwab Investment Management
Norges Bank Investment Management
Principal Financial Group
Citadel Advisors
Voloridge Investment Management
Two Sigma Advisers
Two Sigma Investments

View all funds holding Lincoln National Corporation