Kapstone Financial Advisors LLC

Position in LCNB — Lcnb Corp

CIK 1966087 LEBANON, OH

Position in LCNB

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,506,882

+$165,098 QoQ

Shares Held

85,667

-0.5% QoQ

Ownership

0.601%

of shares outstanding

% of Portfolio

1.16%

of 13F equity value

Holder Rank

#16

of 107 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Kapstone Financial Advisors LLC holds $2,765,610 across 4 Banks - Regional names. LCNB ranks #1 (54.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LCNB	Lcnb Corp This page	85,667	$1,506,882
2	HBAN	Huntington Bancshares Inc /Md/	40,122	$711,363
3	FITB	Fifth Third Bancorp	6,146	$346,450
4	PNC	Pnc Financial Services Group, Inc.	816	$200,915

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,506,882	85,667	-0.5%	Shares	Sole	2026-08-07
2026-03-31	$1,341,784	86,067	0.0%	Shares	Sole	2026-04-22
2025-12-31	$1,410,638	86,067	-3.2%	Shares	Sole	2026-02-05
2025-09-30	$1,333,150	88,936	-0.6%	Shares	Sole	2025-11-07
2025-06-30	$1,299,505	89,436	-2.3%	Shares	Sole	2025-07-11
2025-03-31	$1,353,358	91,505	+5.3%	Shares	Sole	2025-04-11
2024-12-31	$1,314,902	86,907	0.0%	Shares	Sole	2025-02-06
2024-09-30	$1,309,688	86,907	-1.7%	Shares	Sole	2024-11-06
2024-06-30	$1,229,741	88,407	-1.5%	Shares	Sole	2024-08-02
2024-03-31	$1,430,726	89,757	+0.0%	Shares	Sole	2024-05-13
2023-12-31	$1,414,994	89,727	-1.1%	Shares	Sole	2024-02-05
2023-09-30	$1,294,674	90,727	-4.0%	Shares	Sole	2023-11-03
2023-06-30	$1,395,218	94,527	0.0%	Shares	Sole	2023-08-08
2023-03-31	$1,544,571	94,527	0.0%	Shares	Sole	2023-04-20
2022-12-31	$1,701,486	94,527	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.