Lincoln National Corporation
US ˙ NYSE ˙ US5341871094

SecurityLNC / Lincoln National Corporation
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership5,827 shares
Latest Disclosed Value $ 235,003
Wetherby Asset Management Inc reports 1.09% decrease in ownership of LNC / Lincoln National Corporation

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 5,827 shares of Lincoln National Corporation (US:LNC) valued at $235,003 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 5,891 shares of Lincoln National Corporation. This represents a change in shares of -1.09% during the quarter. The current value of the position is $202,430 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2025-11-14 2025-09-30 13F LINCOLN NATL CORP IND COM 534187109 5,827 -64 -1.09 235 15.76 0.0096
2025-08-14 2025-06-30 13F LINCOLN NATL CORP IND COM 534187109 5,891 -997 -14.47 204 -6.88 0.0091
2025-02-14 2024-12-31 13F LINCOLN NATL CORP IND COM 534187109 6,888 -963 -12.27 218 -11.74 0.0105
2024-11-14 2024-09-30 13F LINCOLN NATL CORP IND COM 534187109 7,851 -167 -2.08 247 -0.80 0.0113
2024-08-14 2024-06-30 13F LINCOLN NATL CORP IND COM 534187109 8,018 -373 -4.45 249 -6.74 0.0118
2024-05-15 2024-03-31 13F LINCOLN NATL CORP IND COM 534187109 8,391 -85 -1.00 268 17.11 0.0128
2024-02-14 2023-12-31 13F LINCOLN NATL CORP IND COM 534187109 8,476 -3,134 -26.99 229 -20.28 0.0119
2023-11-14 2023-09-30 13F LINCOLN NATL CORP IND COM 534187109 11,610 344 3.05 287 -1.38 0.0163
2023-08-14 2023-06-30 13F LINCOLN NATL CORP IND COM 534187109 11,266 11,266 290 0.0156
2023-05-12 2023-03-31 13F LINCOLN NATL CORP IND COM 534187109 0 -9,191 -100.00 0 -100.00
2023-02-14 2022-12-31 13F LINCOLN NATL CORP IND COM 534187109 9,191 -863 -8.58 282 -36.05 0.0181
2022-11-14 2022-09-30 13F LINCOLN NATL CORP IND COM 534187109 10,054 -67 -0.66 441 -6.77 0.0311
2022-08-15 2022-06-30 13F LINCOLN NATL CORP IND COM 534187109 10,121 -510 -4.80 473 -31.94 0.0323
2022-05-16 2022-03-31 13F LINCOLN NATL CORP IND COM 534187109 10,631 65 0.62 695 -3.61 0.0398
2022-02-14 2021-12-31 13F LINCOLN NATL CORP IND COM 534187109 10,566 106 1.01 721 0.28 0.0405
2021-11-15 2021-09-30 13F LINCOLN NATL CORP IND COM 534187109 10,460 184 1.79 719 11.30 0.0444
2021-08-16 2021-06-30 13F LINCOLN NATL CORP IND COM 534187109 10,276 201 2.00 646 3.03 0.0394
2021-05-14 2021-03-31 13F LINCOLN NATL CORP IND COM 534187109 10,075 -188 -1.83 627 21.51 0.0478
2021-02-11 2020-12-31 13F LINCOLN NATL CORP IND COM 534187109 10,263 9,661 1,604.82 516 2,615.79 0.0350
2020-12-16 2020-09-30 13F/A-01 LINCOLN NATL CORP IND COM 534187109 11,088 -769 347 0.0318
2020-12-16 2020-09-30 13F/A-02 LINCOLN NATL CORP IND COM 534187109 602 -11,255 -94.92 19 -95.64 0.0571
2020-11-13 2020-09-30 13F LINCOLN NATL CORP IND COM 534187109 11,850 -7 371 23,598.8576
2020-08-14 2020-06-30 13F LINCOLN NATL CORP IND COM 534187109 11,857 4,221 55.28 436 116.92 0.0413
2020-05-06 2020-03-31 13F LINCOLN NATL CORP IND COM 534187109 7,636 1,018 15.38 201 -48.59 0.0226
2020-01-28 2019-12-31 13F LINCOLN NATL CORP IND COM 534187109 6,618 -103 -1.53 391 -3.69 0.0385
2019-10-31 2019-09-30 13F LINCOLN NATL CORP IND COM 534187109 6,721 -32 -0.47 406 -6.67 0.0424
2019-07-25 2019-06-30 13F LINCOLN NATL CORP IND COM 534187109 6,753 60 0.90 435 10.69 0.0476
2019-07-25 2019-03-31 13F/A-1 LINCOLN NATL CORP IND COM 534187109 6,693 -111 -1.63 393 12.61 0.0489
2019-05-09 2019-03-31 13F LINCOLN NATL CORP IND COM 534187109 6,693 -111 393
2019-01-30 2018-12-31 13F LINCOLN NATL CORP IND COM 534187109 6,804 189 2.86 349 -22.10 0.0494
2018-11-07 2018-09-30 13F LINCOLN NATL CORP IND COM 534187109 6,615 161 2.49 448 11.44 0.0553
2018-07-24 2018-06-30 13F LINCOLN NATL CORP IND COM 534187109 6,454 4 0.06 402 -14.65 0.0544
2018-05-04 2018-03-31 13F LINCOLN NATL CORP IND COM 534187109 6,450 67 1.05 471 -3.88 0.0650
2018-02-09 2017-12-31 13F LINCOLN NATL CORP IND COM 534187109 6,383 -209 -3.17 490 1.24 0.0680
2017-11-13 2017-09-30 13F LINCOLN NATL CORP IND COM 534187109 6,592 14 0.21 484 8.76 0.0720
2017-08-01 2017-06-30 13F LINCOLN NATL CORP IND COM 534187109 6,578 -201 -2.97 445 0.45 0.0757
2017-04-27 2017-03-31 13F LINCOLN NATL CORP IND COM 534187109 6,779 137 2.06 443 0.68 0.0797
2017-02-08 2016-12-31 13F LINCOLN NATL CORP IND COM 534187109 6,642 -75 -1.12 440 39.24 0.0862
2016-11-14 2016-09-30 13F LINCOLN NATL CORP IND COM 534187109 6,717 54 0.81 316 22.01 0.0639
2016-08-10 2016-06-30 13F LINCOLN NATL CORP IND COM 534187109 6,663 411 6.57 259 5.71 0.0574
2016-05-10 2016-03-31 13F LINCOLN NATL CORP IND COM 534187109 6,252 290 4.86 245 -18.33 0.0577
2016-02-08 2015-12-31 13F LINCOLN NATL CORP IND COM 534187109 5,962 195 3.38 300 9.49 0.0719
2015-11-12 2015-09-30 13F LINCOLN NATL CORP IND COM 534187109 5,767 203 3.65 274 -16.97 0.0702
2015-08-12 2015-06-30 13F LINCOLN NATL CORP IND COM 534187109 5,564 68 1.24 330 4.43 0.0793
2015-05-08 2015-03-31 13F LINCOLN NATL CORP IND COM 534187109 5,496 163 3.06 316 2.60 0.0769
2015-02-12 2014-12-31 13F LINCOLN NATL CORP IND COM 534187109 5,333 323 6.45 308 14.93 0.0775
2014-11-03 2014-09-30 13F LINCOLN NATL CORP IND COM 534187109 5,010 91 1.85 268 5.93 0.0747
2014-08-01 2014-06-30 13F LINCOLN NATL CORP IND COM 534187109 4,919 -121 -2.40 253 -0.78 0.0714
2014-05-05 2014-03-31 13F/A-1 LINCOLN NATL CORP IND COM 534187109 5,040 242 5.04 255 2.82 0.0731
2014-04-30 2014-03-31 13F LINCOLN NATL CORP IND COM 534187109 5,040 255
2014-01-29 2013-12-31 13F LINCOLN NATL CORP IND COM 534187109 4,798 -239 -4.74 248 17.54 0.0707
2013-10-29 2013-09-30 13F LINCOLN NATL CORP IND COM 534187109 5,037 5,037 211 0.0658
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.