13F HOLDINGS

Lincoln National lists $3.7B reported securities value; 409 Form 13F filings

The Nov. 9, 2026, EDGAR daily index included 409 Form 13F filings. Lincoln National's filing reports securities held as of Sept. 30; the figure is not total AUM.

By Maya Chen··1 min read

Lincoln National Corp. [lists $3.7 billion in reported securities value](https://www.sec.gov/Archives/edgar/data/59558/000005955826000073/0000059558-26-000073-index.html) for its portfolio dated Sept. 30, 2026. The filing was included in the Nov. 9, 2026, EDGAR daily index, which contained 409 Form 13F filings. That index count is not a count of filings all dated Nov. 9: it can include earlier filings.

The reported securities value describes the securities reported in the filing, not Lincoln National's total assets under management. A 13F is a dated portfolio report; the Sept. 30 figure does not establish the firm's current holdings or show trades after that date.

Other Sept. 30 reports in the index show a wide range of reported securities values. Royce & Associates LP [lists $11.0 billion](https://www.sec.gov/Archives/edgar/data/906304/000090630426000218/0000906304-26-000218-index.html), while Wulff, Hansen & Co. [lists $131.8 million](https://www.sec.gov/Archives/edgar/data/108634/000010863426000016/0000108634-26-000016-index.html). Both figures refer to reported securities value, not total AUM.

Not every indexed filing reports a securities value. For example, Kenan Thomas S III's Form 13F-NT reports no securities value. The filing count therefore describes the covered index entries, not a total derived from reported portfolio amounts.

The indexed filings span reported portfolio quarters from Q2 2024 through Q3 2026. The quarter breakdown counts filings by their reported quarter, not the number filed on Nov. 9; Q3 2026 accounts for 380 filings in this index.

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