Position in LCNB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$369,407
+$42,017 QoQ
Shares Held
21,001
+0.0% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#40
of 108 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LCNB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cornerstone Advisory, LLC holds $2,038,520 across 5 Banks - Regional names. LCNB ranks #2 (18.1% of the industry book) .
All Filings in LCNB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,407 | 21,001 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $327,390 | 21,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $344,190 | 21,000 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $314,790 | 21,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $305,130 | 21,000 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $310,590 | 21,000 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $347,990 | 23,000 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $346,610 | 23,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $340,795 | 24,500 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $390,530 | 24,500 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $386,365 | 24,500 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $349,615 | 24,500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $361,620 | 24,500 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $400,330 | 24,500 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $441,000 | 24,500 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $420,290 | 26,500 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $396,175 | 26,500 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,018,480 | 58,000 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,132,740 | 58,000 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $1,223,600 | 70,000 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,145,900 | 70,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,225,000 | 70,000 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,028,300 | 70,000 | Shares | Sole | 2021-05-11 | |
| 2020-09-30 | $955,500 | 70,000 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,117,200 | 70,000 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $441,000 | 35,000 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||