Skip to main content

Summit Trail Advisors, LLC

SEC CIK
0001698478
Latest filing
Aug 11, 2026

LNC holding history

Lincoln National Corp in every 13F filed by Summit Trail 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)
40,673
Value
$1.44M
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of LNC by Summit Trail Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202640,673$1.44M<0.1%+6,113+17.7%AddedHolders
Q1 202634,560$1.23M<0.1%+18,034+109.1%AddedHolders
Q4 202516,526$735.9K<0.1%+2,367+16.7%AddedHolders
Q3 202514,159$571.0K<0.1%+3,967+38.9%AddedHolders
Q2 202510,192$352.6K<0.1%+10,192NewHolders