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Disclosery

Nicholas Wealth, LLC.: LNC position timeline

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

Nicholas Wealth, LLC. held 29,377 LNC shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,377 shares
    Change vs previous 13F +286 shares

    0.57% of the 13F portfolio, value $1,038,466.

    13F-HR 0001911391-26-000009 filed by Nicholas Wealth, 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 29,091 shares
    Change vs previous 13F +2,920 shares

    0.71% of the 13F portfolio, value $1,032,735.

    13F-HR 0001911391-26-000007 filed by Nicholas Wealth, 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/A 26,171 shares
    Change vs previous 13F +2,931 shares

    0.79% of the 13F portfolio, value $1,165,381.

    13F-HR/A 0001911391-26-000003 filed by Nicholas Wealth, 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/A 23,240 shares
    Change vs previous 13F +4,753 shares

    0.69% of the 13F portfolio, value $937,288.

    13F-HR/A 0001911391-26-000004 filed by Nicholas Wealth, 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/A 18,487 shares
    Change vs previous 13F +3,441 shares

    0.56% of the 13F portfolio, value $639,663.

    13F-HR/A 0001911391-26-000005 filed by Nicholas Wealth, 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/A 15,046 shares
    Change vs previous 13F -10,192 shares

    0.56% of the 13F portfolio, value $540,311.

    13F-HR/A 0001911391-26-000006 filed by Nicholas Wealth, 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 25,238 shares
    Change vs previous 13F +4,205 shares

    0.42% of the 13F portfolio, value $776,311.

    13F-HR 0001911391-25-000001 filed by Nicholas Wealth, 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 21,033 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $662,765.

    13F-HR 0001911391-24-000005 filed by Nicholas Wealth, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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