Back to LNC-PD
ALLEN WEALTH MANAGEMENT, LLC → LNC-PD
ALLEN WEALTH MANAGEMENT, LLC LNC-PD Position History
LNC-PD
Quarters held
4
Latest value
$2.1M
Q3 2026
Peak value
$2.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.5M |
| Q1 2026 | $2.1M |
| Q2 2026 | $2M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 52.4K | — | — |
| Q2 2026 | $2M | 55.9K | — | — |
| Q1 2026 | $2.1M | 58.8K | — | — |
| Q4 2025 | $2.5M | 56.0K | — | — |
Other funds holding LNC-PD
$819.9M
$751.1M
$666.2M
$637.2M
$384.5M
$369.3M
$313.8M
$262.5M