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Cordgrass Capital Advisors, LLC: LNC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cordgrass Capital Advisors, LLC on LNC, newest first. How the timeline and the estimate are built.

Cordgrass Capital Advisors, LLC held 219,565 LNC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 219,565 shares
    Change vs previous 13F -12 shares

    2.89% of the 13F portfolio, value $7,761,623.

    13F-HR 0001398344-26-013638 filed by Cordgrass Capital Advisors, LLC
    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 219,577 shares
    Change vs previous 13F +12 shares

    1.83% of the 13F portfolio, value $7,794,984.

    13F-HR 0001398344-26-008630 filed by Cordgrass Capital Advisors, LLC
    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 219,565 shares
    Change vs previous 13F -110 shares

    2.35% of the 13F portfolio, value $9,777,229.

    13F-HR 0001398344-26-001825 filed by Cordgrass Capital Advisors, LLC
    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 219,675 shares
    Change vs previous 13F -19 shares

    2.19% of the 13F portfolio, value $8,859,493.

    13F-HR 0001398344-25-020288 filed by Cordgrass Capital Advisors, LLC
    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 219,694 shares
    Change vs previous 13F +110 shares

    2.05% of the 13F portfolio, value $7,601,412.

    13F-HR 0001398344-25-014199 filed by Cordgrass Capital Advisors, LLC
    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 219,584 shares
    Change vs previous 13F 0 shares

    2.25% of the 13F portfolio, value $7,885,261.

    13F-HR 0001398344-25-009206 filed by Cordgrass Capital Advisors, LLC
    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 219,584 shares
    Change vs previous 13F 0 shares

    2.02% of the 13F portfolio, value $6,963,009.

    13F-HR 0001398344-25-002145 filed by Cordgrass Capital Advisors, LLC
    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 219,584 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $6,919,092.

    13F-HR 0001398344-24-020050 filed by Cordgrass Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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