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CAPTRUST FINANCIAL ADVISORS: LNC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on LNC, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 110,065 LNC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,065 shares
    Change vs previous 13F +8,910 shares

    0.01% of the 13F portfolio, value $3,890,788.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 101,155 shares
    Change vs previous 13F +38,593 shares

    0.01% of the 13F portfolio, value $3,590,989.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 62,562 shares
    Change vs previous 13F +11,443 shares

    0.01% of the 13F portfolio, value $2,785,882.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 51,119 shares
    Change vs previous 13F -669 shares

    <0.01% of the 13F portfolio, value $2,061,618.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 51,788 shares
    Change vs previous 13F +9,080 shares

    <0.01% of the 13F portfolio, value $1,791,853.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 42,708 shares
    Change vs previous 13F +2,493 shares

    <0.01% of the 13F portfolio, value $1,533,654.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 40,215 shares
    Change vs previous 13F -3,108 shares

    <0.01% of the 13F portfolio, value $1,275,228.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 43,323 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,365,104.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).