LCNB — LCNB CORP

Ownership history in Axim Planning & Wealth  ·  14 quarters on record

This page tracks every 13F SEC filing in which Axim Planning & Wealth reported a position in LCNB CORP (LCNB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.21% (2022 Q4)
Avg. % of fund
0.17%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 11,500 — 0% 0.20% $188K $16.18
2025 Q3 UNCHANGED 11,500 — 0% 0.14% $172K $14.59
2025 Q2 UNCHANGED 11,500 — 0% 0.15% $167K $13.95
2025 Q1 UNCHANGED 11,500 — 0% 0.15% $170K $13.99
2024 Q4 UNCHANGED 11,500 — 0% 0.19% $174K $14.10
2024 Q3 UNCHANGED 11,500 — 0% 0.20% $173K $13.87
2024 Q2 UNCHANGED 11,500 — 0% 0.19% $160K $12.63
2024 Q1 UNCHANGED 11,500 — 0% 0.15% $183K $14.24
2023 Q4 UNCHANGED 11,500 — 0% 0.17% $181K $13.87
2023 Q3 UNCHANGED 11,500 — 0% 0.14% $164K $12.37
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LCNB price (monthly, adj. close)

Other funds also holding LCNB

As of 2025 Q4 — sorted by position size

LCNB CORP 3Y 7Y 2.78% Ritter Daniher Financial Advisory LLC / DE 3Y 1.5% Kapstone Financial Advisors LLC 3Y 0.7% AMERICAN FINANCIAL GROUP INC 3Y 7Y 0.56% Shoker Investment Counsel, Inc. 3Y 7Y 0.08% New Republic Capital, LLC 0.08% MALTESE CAPITAL MANAGEMENT LLC 3Y 7Y 0.06% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 0.05% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.04% Souders Financial Advisors 3Y 0.03%
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