LCNB β€” LCNB CORP

Ownership history in Souders Financial Advisors  Β·  7 quarters on record

AI Ownership Summary

Souders Financial Advisors reported LCNB CORP (LCNB) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.03% in 2025 Q1. The latest visible filing shows LCNB at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LCNB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Souders Financial Advisors's position in LCNB CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LCNB was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Souders Financial Advisors held LCNB β€” position size vs. price
% of Fund (quarterly)    LCNB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 17,734 +813 +4.8% 0.03% $291K 2026-02-14 (Est.) $17.06
2025 Q3 ADDED 16,921 +9 +0.1% 0.03% $254K 2025-11-04 $14.89
2025 Q2 ADDED 16,912 +10 +0.1% 0.03% $246K 2025-08-06 $13.92
2025 Q1 ADDED 16,902 +455 +2.8% 0.03% $250K 2025-05-05 $14.00
2024 Q4 ADDED 16,447 +9 +0.1% 0.03% $249K 2025-02-06 $14.62
2024 Q3 REDUCED 16,438 -133 -0.8% 0.03% $248K 2024-11-05 $15.12
2024 Q2 INITIATED 16,571 β€” β€” 0.03% $231K 2024-08-28 $14.03

FAQ About Souders Financial Advisors and LCNB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Souders Financial Advisors reported owning LCNB?

Souders Financial Advisors reported LCNB across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported LCNB position in Souders Financial Advisors's portfolio?

The largest reported portfolio weight for LCNB was 0.03% in 2025 Q1.

What is the latest reported LCNB position on this page?

The most recent filing on this page is 2025 Q4, when Souders Financial Advisors reported 17,734 shares, equal to 0.03% of portfolio, with an estimated market value of $291K.

What does the chart on this LCNB ownership page compare?

The chart compares Souders Financial Advisors's quarterly LCNB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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