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Lincoln National Corporation shares owned by Martel Wealth Advisors

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

Historical chart of Martel Wealth Advisors investment in Lincoln National Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lincoln National Corporation by Martel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $206k 5.1k 40.33

More positions owned by Martel Wealth Advisors

Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Martel Wealth Advisors

Top funds holding Lincoln National Corporation

Vanguard Group
BlackRock
State Street Corporation
Massachusetts Financial Services
Dimensional Fund Advisors
First Trust Advisors
Morgan Stanley
Geode Capital Management
LSV Asset Management
Royal Bank of Canada
Principal Financial Group
Jennison Associates
Charles Schwab Investment Management
UBS Group
Northern Trust

View all funds holding Lincoln National Corporation