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Starboard Invt Tr shares owned by Lincoln National

Quarter-by-quarter ownership of Starboard Invt Tr (AGOX) shares owned by Lincoln National from 13F filings

Historical chart of Lincoln National investment in Starboard Invt Tr

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All positions including Starboard Invt Tr held by Lincoln National consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Starboard Invt Tr by Lincoln National

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 62k 24.34
2023-09-30 $1.4M 62k 22.67
2023-06-30 $1.3M 55k 23.43
2023-03-31 $1.3M 58k 21.79
2022-12-31 $755k 37k 20.49
2022-09-30 $272k 14k 19.17

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View all positions for Lincoln National

Top funds holding Starboard Invt Tr

Kestra Advisory Services
Ameritas Advisory Services
Octavia Wealth Advisors
Kestra Private Wealth Services
Royal Bank of Canada
Feltz Wealth PLAN
Advisor Group Holdings
Stratos Wealth Partners
UBS Group
WealthPlan Investment Management
Encompass More Asset Management
Lincoln National
Park Avenue Securities
Global Retirement Partners
Newbridge Financial Services Group

View all funds holding Starboard Invt Tr