OmniStar Financial Group, Inc. LNC LINCOLN NATIONAL CORP COM NPV

Ownership history in OmniStar Financial Group, Inc.  ·  20 quarters on record

AI Ownership Summary

OmniStar Financial Group, Inc. reported LINCOLN NATIONAL CORP COM NPV (LNC) in 20 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.61% in 2024 Q1. The latest visible filing shows LNC at 0.34% 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 OmniStar Financial Group, Inc.'s position in LINCOLN NATIONAL CORP COM NPV, 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 Q2

LNC was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

How OmniStar Financial Group, Inc. 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 Q2 ADDED 20,737 +87 +0.4% 0.34% $733K 2026-07-27 $41.19
2026 Q1 ADDED 20,650 +78 +0.4% 0.38% $733K 2026-05-15 $33.98
2025 Q4 REDUCED 20,572 -368 -1.8% 0.54% $916K 2026-02-17 $40.57
2025 Q3 ADDED 20,940 +90 +0.4% 0.51% $845K 2025-11-17 $38.02
2025 Q2 ADDED 20,850 +107 +0.5% 0.54% $721K 2025-08-08 $36.44
2025 Q1 ADDED 20,743 +92 +0.4% 0.59% $745K 2025-05-15 $32.14
2024 Q4 ADDED 20,651 +94 +0.5% 0.53% $655K 2025-02-14 $36.34
2024 Q3 ADDED 20,557 +94 +0.5% 0.49% $648K 2024-10-17 $30.81
2024 Q2 REDUCED 20,463 -409 -2.0% 0.58% $636K 2024-07-26 $29.77
2024 Q1 REDUCED 20,872 -1,066 -4.9% 0.61% $666K 2024-04-23 $25.57
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About OmniStar Financial Group, Inc. and LNC

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

How long has OmniStar Financial Group, Inc. reported owning LNC?

OmniStar Financial Group, Inc. reported LNC across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported LNC position in OmniStar Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for LNC was 0.61% in 2024 Q1.

What is the latest reported LNC position on this page?

The most recent filing on this page is 2026 Q2, when OmniStar Financial Group, Inc. reported 20,737 shares, equal to 0.34% of portfolio, with an estimated market value of $733K.

What does the chart on this LNC ownership page compare?

The chart compares OmniStar Financial Group, Inc.'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 OmniStar Financial Group, Inc. time their LNC position?

Based on 13F filing dates vs. subsequent LNC price moves, OmniStar Financial Group, Inc. correctly timed 12 out of 19 reported position changes (63%). The annualised alpha on LNC relative to SPY over the holding period was -16.5%.

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