Lincoln Financial Investments Corp

13D and 13G Filings

13D/G filings: 13D on 1 security
CIK: 0001464867
All SEC filings: View on sec.gov

Issuer	CUSIP	% of Class	Shares	Form	Filed
Lincoln Bain Capital Total Credit Fund 13D/A Amendment 5 53287N300	53287N300	73.9%	30,609,966.46	13D/A Amendment 5	10/19/2026 Event 10/15/2026
Lincoln National Corporation		13.1%	5,413,814.04
The Lincoln National Life Insurance Company		13.1%	5,413,814.04
Lincoln Financial Investments Corporation		73.9%	30,609,966.46
Lincoln Bain Capital Total Credit Fund 13D/A Amendment 4 53287N300	53287N300	72.2%	27,950,485.42	13D/A Amendment 4	9/21/2026 Event 9/17/2026
Lincoln National Corporation		13.9%	5,378,832.59
The Lincoln National Life Insurance Company		13.9%	5,378,832.59
Lincoln Financial Investments Corporation		72.2%	27,950,485.42
Lincoln Bain Capital Total Credit Fund 13D/A Amendment 3 53287N300	53287N300	70.3%	25,154,976.98	13D/A Amendment 3	7/20/2026 Event 7/16/2026
Lincoln National Corporation		14.8%	5,308,168.34
The Lincoln National Life Insurance Company		14.8%	5,308,168.34
Lincoln Financial Investments Corporation		70.3%	25,154,976.98
Lincoln Bain Capital Total Credit Fund 13D/A Amendment 2 53287N300	53287N300	68.1%	22,544,866.82	13D/A Amendment 2	6/22/2026 Event 6/17/2026
Lincoln National Corporation		15.9%	5,273,205.79
The Lincoln National Life Insurance Company		15.9%	5,273,205.79
Lincoln Financial Investments Corporation		68.1%	22,544,866.82
Lincoln Bain Capital Total Credit Fund 13G/A Amendment 1 53287N300	53287N300	58.9%	14,815,426.38	13G/A Amendment 1	1/29/2026 Event 12/31/2025
Lincoln National Corporation		58.9%	14,815,426.38
The Lincoln National Life Insurance Company		58.9%	14,815,426.38
Lincoln Financial Investments Corporation		58.9%	14,815,426.38
Lvip Global Growth Allocation Managed Risk Fund, A Series of Lincoln Variable Insurance Products Trust		24.5%	6,166,009.18
Lvip Global Moderate Allocation Managed Risk Fund, A Series of Lincoln Variable Insurance Products Trust		19.8%	4,983,703.96
Lvip U.S Growth Allocation Managed Risk Fund, A Series of Lincoln Variable Insurance Products Trust		8.7%	2,178,215.8
Lincoln Bain Capital Total Credit Fund 13G 53287N300	53287N300	24.4%	3,608,914.01	13G	11/7/2025 Event 10/31/2025
Lincoln National Corporation		24.4%	3,608,914.01
The Lincoln National Life Insurance Company		24.4%	3,608,914.01
Lincoln Financial Investments Corporation		24.4%	3,608,914.01
Lvip Global Growth Allocation Managed Risk Fund, A Series of Lincoln Variable Insurance Products Trust		13.5%	1,993,912.69
Lvip Global Moderate Allocation Managed Risk Fund, A Series of Lincoln Variable Insurance Products Trust		10.9%	1,615,001.31

Includes filings since 12/18/2024, when the SEC began requiring structured 13D and 13G data.