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Lincoln Capital LLC: HGTY position timeline

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

Lincoln Capital LLC held 1,350,809 HGTY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,350,809 shares
    Change vs previous 13F +377,158 shares

    3.19% of the 13F portfolio, value $18,208,746.

    13F-HR 0001085146-26-000858 filed by Lincoln Capital LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 973,651 shares
    Change vs previous 13F +22,999 shares

    2.07% of the 13F portfolio, value $11,605,924.

    13F-HR 0001633862-26-000004 filed by Lincoln Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 950,652 shares
    Change vs previous 13F +137,794 shares

    1.9% of the 13F portfolio, value $10,008,468.

    13F-HR 0001633862-26-000002 filed by Lincoln Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 812,858 shares
    Change vs previous 13F +25,471 shares

    1.98% of the 13F portfolio, value $10,924,811.

    13F-HR 0001633862-26-000001 filed by Lincoln Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 787,387 shares
    Change vs previous 13F +180,078 shares

    1.77% of the 13F portfolio, value $9,440,769.

    13F-HR 0001633862-25-000002 filed by Lincoln Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 607,309 shares
    Change vs previous 13F +52,023 shares

    1.18% of the 13F portfolio, value $6,139,894.

    13F-HR 0001085146-25-003764 filed by Lincoln Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 555,286 shares
    Change vs previous 13F +60,791 shares

    0.99% of the 13F portfolio, value $4,753,248.

    13F-HR 0001085146-25-003051 filed by Lincoln Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 494,495 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $4,771,877.

    13F-HR 0001085146-25-000252 filed by Lincoln Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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