Ownership history in Avion Wealth · 3 quarters on record
This page tracks every 13F SEC filing in which Avion Wealth reported a position in LINCOLN NATL CORP IND (LNC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 37 | +16 | +76.2% | 0.00% | $1K | $39.47 |
| 2024 Q1 | UNCHANGED | 21 | — | 0% | 0.00% | $1K | $28.70 |
| 2023 Q4 | INITIATED | 21 | — | — | 0.00% | $1K | — |
As of 2025 Q4 — sorted by position size