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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

LNC holding history

Lincoln National Corp in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LNC overviewAll 13F holders of LNCFull Q2 2026 holdings

Shares (Q2 2026)
3,304
Value
$116.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of LNC by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,304$116.8K<0.1%+867+35.6%AddedHolders
Q1 20262,437$86.5K<0.1%−512−17.4%ReducedHolders
Q4 20252,949$131.3K<0.1%−169−5.4%ReducedHolders
Q3 20253,118$125.7K<0.1%+37+1.2%AddedHolders
Q2 20253,081$106.6K<0.1%+454+17.3%AddedHolders
Q1 20252,627$94.3K<0.1%+29+1.1%AddedHolders
Q4 20242,598$82.4K<0.1%+6+0.2%AddedHolders
Q3 20242,592$81.7K<0.1%−2,000−43.6%ReducedHolders
Q2 20244,592$142.8K<0.1%00.0%UnchangedHolders
Q1 20244,592$135.6K<0.1%−17−0.4%ReducedHolders
Q4 20234,609$124.3K<0.1%−809−14.9%ReducedHolders
Q3 20235,418$133.8K<0.1%+13+0.2%AddedHolders
Q2 20235,405$139.2K<0.1%+2,361+77.6%AddedHolders
Q1 20233,044$68.4K<0.1%−1,096−26.5%ReducedHolders
Q4 20224,140$127.2K<0.1%−13−0.3%ReducedHolders
Q3 20224,153$182.0K<0.1%+26+0.6%AddedHolders
Q2 20224,127$193.0K<0.1%+76+1.9%AddedHolders
Q1 20224,051$265.0K<0.1%+1,872+85.9%AddedHolders
Q4 20212,179$149.0K<0.1%00.0%UnchangedHolders
Q3 20212,179$150.0K<0.1%−32−1.4%ReducedHolders
Q2 20212,211$139.0K<0.1%+32+1.5%AddedHolders
Q1 20212,179$136.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.