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Lincoln National Corporation shares owned by Holistic Financial Partners

Quarter-by-quarter ownership of Lincoln National Corporation (LNC) shares owned by Holistic Financial Partners from 13F filings

Historical chart of Holistic Financial Partners investment in Lincoln National Corporation

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All positions including Lincoln National Corporation held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lincoln National Corporation by Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $308k 9.6k 31.93
2023-12-31 $260k 9.6k 26.97
2023-09-30 $238k 9.6k 24.69
2023-06-30 $248k 9.6k 25.76
2023-03-31 $223k 9.9k 22.47
2022-12-31 $296k 9.6k 30.72
2022-09-30 $423k 9.6k 43.93
2022-06-30 $450k 9.6k 46.73
2022-03-31 $629k 9.6k 65.32
2021-12-31 $657k 9.6k 68.22
2021-09-30 $662k 9.6k 68.74
2021-06-30 $605k 9.6k 62.82
2021-03-31 $600k 9.6k 62.31
2020-12-31 $484k 9.6k 50.26
2020-09-30 $302k 9.6k 31.36
2020-06-30 $354k 9.6k 36.76
2020-03-31 $253k 9.6k 26.27
2019-12-31 $568k 9.6k 58.98
2019-09-30 $581k 9.6k 60.33
2019-06-30 $621k 9.6k 64.49
2019-03-31 $565k 9.6k 58.67
2018-12-31 $494k 9.6k 51.30
2018-09-30 $660k 9.8k 67.62
2018-03-31 $713k 9.8k 73.05
2017-12-31 $750k 9.8k 76.84