Position in LCNB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$202,285
+$23,000 QoQ
Shares Held
11,500
0.0% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#56
of 107 holders
Holding Since
Jun 2022
17 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, 2026Axim Planning & Wealth holds $993,645 across 2 Banks - Regional names. LCNB ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
13,102 | $791,360 | |
| 2 | LCNB |
Lcnb Corp
This page
|
11,500 | $202,285 |
All Filings in LCNB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,285 | 11,500 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $179,285 | 11,500 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $188,485 | 11,500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $172,385 | 11,500 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $167,095 | 11,500 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $170,085 | 11,500 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $173,995 | 11,500 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $173,305 | 11,500 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $159,965 | 11,500 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $183,310 | 11,500 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $181,355 | 11,500 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $164,105 | 11,500 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $169,740 | 11,500 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $187,910 | 11,500 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $207,000 | 11,500 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $182,390 | 11,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $171,925 | 11,500 | Shares | Sole | 2022-10-13 | |
| No filing history on record for this holder in this stock. | ||||||