Jessup Wealth Management, Inc: LNC position timeline

Jessup Wealth Management, Inc held 0 LNC shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -132,022 shares

   13F-HR 0001963536-26-000003 filed by Jessup Wealth Management, Inc
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 132,022 shares

   Change vs previous 13F -1,144 shares

   1.94% of the 13F portfolio, value $5,878,933.

   13F-HR 0001963536-26-000001 filed by Jessup Wealth Management, Inc
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 133,166 shares

   Change vs previous 13F -3,870 shares

   2% of the 13F portfolio, value $5,370,579.

   13F-HR 0001963536-25-000002 filed by Jessup Wealth Management, Inc
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 137,036 shares

   Change vs previous 13F -16,982 shares

   1.9% of the 13F portfolio, value $4,741,459.

   13F-HR 0001085146-25-004502 filed by Jessup Wealth Management, Inc
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 154,018 shares

   Change vs previous 13F not available

   2.32% of the 13F portfolio, value $5,530,786.

   13F-HR 0001085146-25-002478 filed by Jessup Wealth Management, Inc
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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