Position in LCNB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$306,189
+$29,561 QoQ
Shares Held
17,407
-1.9% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#46
of 107 holders
Holding Since
Jun 2024
9 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, 2026Souders Financial Advisors holds $4,588,410 across 5 Banks - Regional names. LCNB ranks #4 (6.7% of the industry book) .
All Filings in LCNB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,189 | 17,407 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $276,628 | 17,744 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $290,660 | 17,734 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $253,645 | 16,921 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $245,731 | 16,912 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $249,980 | 16,902 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $248,843 | 16,447 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $247,720 | 16,438 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $230,502 | 16,571 | Shares | Sole | 2024-08-28 | |
| No filing history on record for this holder in this stock. | ||||||