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True Wealth Design’s Lincoln Educational Services LINC Stock Holding History

True Wealth Design’s Portfolio LINC Stock Details LINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$799 Hold
16
– – ﹤0.01% 2063
2026
Q1 		$651 Hold
16
– – ﹤0.01% 1951
2025
Q4 		$387 Hold
16
– – ﹤0.01% 2032
2025
Q3 		$376 Buy
+16
New +$343 ﹤0.01% 2100

Other funds holding LINC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
S
Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

True Wealth Design's LINC Position: Q2 2026 in Review

True Wealth Design held its Lincoln Educational Services (LINC) position steady in Q2 2026 at 16 shares worth $799. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

True Wealth Design first reported a position in LINC in Q3 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold LINC as of Q2 2026.

  • True Wealth Design held 16 shares of Lincoln Educational Services worth $799 as of Q2 2026.
  • True Wealth Design left its Lincoln Educational Services share count unchanged in Q2 2026.
  • Lincoln Educational Services made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2063 holding.
  • True Wealth Design first reported a position in Lincoln Educational Services in Q3 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held Lincoln Educational Services as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.