Lincoln National Corporation shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Lincoln National Corporation (LNC) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Lincoln National Corporation
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Quarterly reported holdings in Lincoln National Corporation by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $6.9M | 200k | 34.60 |
| 2025-03-31 | $3.6M | 101k | 35.91 |
| 2024-12-31 | $3.2M | 101k | 31.71 |
| 2024-09-30 | $6.4M | 202k | 31.51 |
| 2023-12-31 | $203k | 7.5k | 26.97 |
| 2022-03-31 | $263k | 4.0k | 65.46 |
| 2021-12-31 | $278k | 4.1k | 68.10 |
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