Compass Financial Advisors LLC
- SEC CIK
- 0001913221
- Latest filing
- Nov 13, 2023
LNC holding history
Lincoln National Corp in every 13F filed by Compass Financial 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 Q3 2023 holdings
- Shares (Q2 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 0 | $0 | 0.0% | −17,665−100.0% | Sold out | Holders |
| Q1 2023 | 17,665 | $396.9K | 0.5% | +1,404+8.6% | Added | Holders |
| Q4 2022 | 16,261 | $499.5K | 0.7% | +5,920+57.2% | Added | Holders |
| Q3 2022 | 10,341 | $454.0K | 0.7% | +4,096+65.6% | Added | Holders |
| Q2 2022 | 6,245 | $292.0K | 0.4% | +6,245 | New | Holders |