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Lincoln National Corporation shares owned by Measured Wealth Private Client Group

Quarter-by-quarter ownership of Lincoln National Corporation (LNC) shares owned by Measured Wealth Private Client Group from 13F filings

Historical chart of Measured Wealth Private Client Group investment in Lincoln National Corporation

Tip: Access up to 7 years of quarterly data

All positions including Lincoln National Corporation held by Measured Wealth Private Client Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lincoln National Corporation by Measured Wealth Private Client Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $340k 8.4k 40.33
2025-06-30 $290k 8.4k 34.60
2025-03-31 $236k 6.6k 35.91

More positions owned by Measured Wealth Private Client Group

Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Technology (XLK)
United Parcel Service CL B (UPS)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Communication (XLC)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr U.s. Real Es Etf (IYR)

View all positions for Measured Wealth Private Client Group

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