Fi3 FINANCIAL ADVISORS, LLC

Position in LKFN — Lakeland Financial Corp

CIK 1862427 INDIANAPOLIS, IN

Position in LKFN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$136,586

-$418,967 QoQ

Shares Held

2,213

-77.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#175

of 255 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Fi3 FINANCIAL ADVISORS, LLC holds $856,481 across 4 Banks - Regional names. LKFN ranks #2 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFG	Citizens Financial Group Inc/Ri	7,016	$491,611
2	LKFN	Lakeland Financial Corp This page	2,213	$136,586
3	USB	US Bancorp De	2,067	$124,846
4	FITB	Fifth Third Bancorp	1,835	$103,438

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$136,586	2,213	-77.1%	Shares	Sole	2026-08-14
2026-03-31	$555,553	9,682	-13.4%	Shares	Sole	2026-05-07
2025-12-31	$638,101	11,183	-0.9%	Shares	Sole	2026-02-06
2025-09-30	$724,497	11,285	+0.5%	Shares	Sole	2025-11-12
2025-06-30	$690,206	11,232	+2.0%	Shares	Sole	2025-08-13
2025-03-31	$654,315	11,008	+0.1%	Shares	Sole	2025-05-09
2024-12-31	$756,222	10,998	-0.6%	Shares	Sole	2025-02-11
2024-09-30	$720,292	11,061	-7.1%	Shares	Sole	2024-11-12
2024-06-30	$732,395	11,905	0.0%	Shares	Sole	2024-08-14
2024-03-31	$789,539	11,905	-6.8%	Shares	Sole	2024-05-06
2023-12-31	$832,744	12,780	-13.6%	Shares	Sole	2024-02-13
2023-09-30	$701,838	14,788	-6.5%	Shares	Sole	2023-11-09
2023-06-30	$767,295	15,814	-6.2%	Shares	Sole	2023-08-08
2023-03-31	$1,056,047	16,859	-15.8%	Shares	Sole	2023-05-04
2022-12-31	$1,460,932	20,021	-13.6%	Shares	Sole	2023-02-06
2022-09-30	$1,687,954	23,183	-7.8%	Shares	Sole	2022-11-09
2022-06-30	$1,670,795	25,155	+0.5%	Shares	Sole	2022-08-08
2022-03-31	$1,826,460	25,020	+3.2%	Shares	Sole	2022-05-02
2021-12-31	$1,943,234	24,248	+0.5%	Shares	Sole	2022-01-27
2021-09-30	$1,719,519	24,137	+0.5%	Shares	Sole	2021-11-16
2021-06-30	$1,480,407	24,017	+3.3%	Shares	Sole	2021-08-04
2021-03-31	$1,608,459	23,247	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.