Hedeker Wealth, LLC LNC — LINCOLN NATL CORP IND

Ownership history in Hedeker Wealth, LLC  ·  11 quarters on record

AI Ownership Summary

Hedeker Wealth, LLC reported LINCOLN NATL CORP IND (LNC) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.81% in 2025 Q4. The latest visible filing shows LNC at 0.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LNC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hedeker Wealth, LLC's position in LINCOLN NATL CORP IND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LNC was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LNC stock page Hedeker Wealth, LLC fund profile Hedeker Wealth, LLC full holdings
How Hedeker Wealth, LLC held LNC — position size vs. price
% of Fund (quarterly)    LNC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 87,955 +968 +1.1% 0.66% $3.1M 2026-05-11 $34.77
2025 Q4 ADDED — — — 86,987 +433 +0.5% 0.81% $3.9M 2026-01-23 $39.83
2025 Q3 ADDED — — — 86,554 +4,227 +5.1% 0.73% $3.5M 2025-10-21 $38.80
2025 Q2 ADDED — — — 82,327 +709 +0.9% 0.66% $2.8M 2025-08-08 $36.86
2025 Q1 REDUCED — — — 81,618 -1,846 -2.2% 0.79% $2.9M 2025-05-06 $31.44
2024 Q4 ADDED — — — 83,464 +2,062 +2.5% 0.66% $2.6M 2025-01-27 $31.88
2024 Q3 ADDED — — — 81,402 +1,034 +1.3% 0.68% $2.6M 2024-10-25 $29.68
2024 Q2 REDUCED — — — 80,368 -1,000 -1.2% 0.72% $2.5M 2024-07-19 $29.16
2024 Q1 ADDED — — — 81,368 +1,317 +1.6% 0.75% $2.6M 2024-04-19 $24.90
2023 Q4 REDUCED 14.7% +19.1% ❌ 80,051 -13,770 -14.7% 0.68% $2.2M 2024-01-24 $24.71
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LNC

As of 2026 Q1 — sorted by position size

Loudon Investment Management, LLC 3Y 7Y 2.59% Cordgrass Capital Advisors, LLC 3Y 1.83% Parrish Capital LLC 1.35% ALLEN WEALTH MANAGEMENT, LLC 1.04% Insight Inv LLC 3Y 0.94% DMC Group, LLC 3Y 0.75% Trust Investment Advisors 3Y 7Y 0.74% Nicholas Wealth, LLC. 0.71% Register Financial Advisors LLC 3Y 0.63% HFG Advisors, Inc. 3Y 0.58%

FAQ About Hedeker Wealth, LLC and LNC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hedeker Wealth, LLC reported owning LNC?

Hedeker Wealth, LLC reported LNC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LNC position in Hedeker Wealth, LLC's portfolio?

The largest reported portfolio weight for LNC was 0.81% in 2025 Q4.

What is the latest reported LNC position on this page?

The most recent filing on this page is 2026 Q1, when Hedeker Wealth, LLC reported 87,955 shares, equal to 0.66% of portfolio, with an estimated market value of $3.1M.

What does the chart on this LNC ownership page compare?

The chart compares Hedeker Wealth, LLC's quarterly LNC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hedeker Wealth, LLC time their LNC position?

Based on 13F filing dates vs. subsequent LNC price moves, Hedeker Wealth, LLC correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on LNC relative to SPY over the holding period was -0.3%.

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