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Summit Asset Management, LLC

SEC CIK
0001509974
Latest filing
Aug 6, 2026

LNC holding history

Lincoln National Corp in every 13F filed by Summit Asset Management, 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 (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of LNC by Summit Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−4,683−100.0%Sold outHolders
Q3 20224,683$206.0K0.1%00.0%UnchangedHolders
Q2 20224,683$219.0K0.1%00.0%UnchangedHolders
Q1 20224,683$306.0K0.1%00.0%UnchangedHolders
Q4 20214,683$320.0K0.1%−2,000−29.9%ReducedHolders
Q3 20216,683$459.0K0.1%00.0%UnchangedHolders
Q2 20216,683$420.0K0.1%−325−4.6%ReducedHolders
Q1 20217,008$436.0K0.1%––Holders

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