SEC 13F Intelligence

Jessup Wealth Management, Inc / LNC

Jessup Wealth Management, Inc’s Lincoln Natl Corp Ind Position

Does Jessup Wealth Management, Inc own Lincoln Natl Corp Ind (LNC)? Not currently — the last reported position was 132.0K shares worth $6M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q4 2025
Shares
132.0K
% of Portfolio
+1.94%
Quarters Held
4
position exited

Position History LNC

Reported value by quarter
Q1 ’25: $6MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $6MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025132.0K$6M+1.94%
Q3 2025133.2K$5M+2.00%
Q2 2025137.0K$5M+1.90%
Q1 2025154.0K$6M+2.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jessup Wealth Management, Inc’s full portfolio or all institutional holders of LNC.