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Vest Financial, LLC: LNC position timeline

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

Vest Financial, LLC held 40,794 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 40,794 shares
    Change vs previous 13F -47,157 shares

    0.02% of the 13F portfolio, value $1,442,068.

    13F-HR 0001709632-26-000006 filed by Vest Financial, 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 87,951 shares
    Change vs previous 13F -325,477 shares

    0.04% of the 13F portfolio, value $3,122,261.

    13F-HR 0001709632-26-000004 filed by Vest Financial, 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 413,428 shares
    Change vs previous 13F +28,625 shares

    0.23% of the 13F portfolio, value $18,409,949.

    13F-HR 0001709632-26-000002 filed by Vest Financial, 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 384,803 shares
    Change vs previous 13F +31,441 shares

    0.2% of the 13F portfolio, value $15,519,105.

    13F-HR 0001709632-25-000006 filed by Vest Financial, 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 353,362 shares
    Change vs previous 13F +36,492 shares

    0.17% of the 13F portfolio, value $12,226,325.

    13F-HR 0001085146-25-004177 filed by Vest Financial, 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 316,870 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $11,378,801.

    13F-HR 0001085146-25-002044 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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