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Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

LNC holding history

Lincoln National Corp in every 13F filed by Bogart Wealth, 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)
178
Value
$6.29K
% of portfolio
<0.1%
Quarters held
4
Since Q4 2021
Holdings of LNC by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026178$6.29K<0.1%+148+493.3%AddedHolders
Q1 202630$1.06K<0.1%+30NewHolders
Q4 20250$00.0%−14−100.0%Sold outHolders
Q3 202514$565<0.1%+14NewHolders
Q1 20220$00.0%−67−100.0%Sold outHolders
Q4 202167$5.00K<0.1%+67NewHolders