Position in LCNB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$14,072
+$1,600 QoQ
Shares Held
800
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#82
of 107 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, 2026IAG Wealth Partners, LLC holds $220,482 across 4 Banks - Regional names. LCNB ranks #3 (6.4% of the industry book) .
All Filings in LCNB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,072 | 800 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $12,472 | 800 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $13,112 | 800 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,992 | 800 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,624 | 800 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,832 | 800 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $12,104 | 800 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,056 | 800 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $11,128 | 800 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $15,940 | 1,000 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $15,770 | 1,000 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $14,270 | 1,000 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $14,760 | 1,000 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $16,340 | 1,000 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $18,000 | 1,000 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $15,860 | 1,000 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $14,950 | 1,000 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $17,560 | 1,000 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $19,530 | 1,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $17,480 | 1,000 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $16,370 | 1,000 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $17,500 | 1,000 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $14,690 | 1,000 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $13,650 | 1,000 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $15,960 | 1,000 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $12,600 | 1,000 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||