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Kapstone Financial Advisors LLC: LCNB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kapstone Financial Advisors LLC on LCNB, newest first. How the timeline and the estimate are built.

Kapstone Financial Advisors LLC held 85,667 LCNB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,667 shares
    Change vs previous 13F -400 shares

    0.63% of the 13F portfolio, value $1,506,883.

    13F-HR 0001951757-26-001162 filed by Kapstone Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 86,067 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $1,341,785.

    13F-HR 0001951757-26-000688 filed by Kapstone Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 86,067 shares
    Change vs previous 13F -2,869 shares

    0.7% of the 13F portfolio, value $1,410,638.

    13F-HR 0001951757-26-000364 filed by Kapstone Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 88,936 shares
    Change vs previous 13F -500 shares

    0.63% of the 13F portfolio, value $1,333,151.

    13F-HR 0001951757-25-001323 filed by Kapstone Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 89,436 shares
    Change vs previous 13F -2,069 shares

    0.65% of the 13F portfolio, value $1,299,505.

    13F-HR 0001951757-25-000615 filed by Kapstone Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 91,505 shares
    Change vs previous 13F +4,598 shares

    0.77% of the 13F portfolio, value $1,353,359.

    13F-HR 0001951757-25-000312 filed by Kapstone Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 86,907 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $1,335,761.

    13F-HR 0001951757-25-000186 filed by Kapstone Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 86,907 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,307,950.

    13F-HR 0001951757-24-001175 filed by Kapstone Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).