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Souders Financial Advisors: LCNB position timeline

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

Souders Financial Advisors held 17,407 LCNB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,407 shares
    Change vs previous 13F -337 shares

    0.03% of the 13F portfolio, value $306,191.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 17,744 shares
    Change vs previous 13F +10 shares

    0.03% of the 13F portfolio, value $276,624.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 17,734 shares
    Change vs previous 13F +813 shares

    0.03% of the 13F portfolio, value $290,664.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 16,921 shares
    Change vs previous 13F +9 shares

    0.03% of the 13F portfolio, value $253,653.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 16,912 shares
    Change vs previous 13F +10 shares

    0.03% of the 13F portfolio, value $245,731.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 16,902 shares
    Change vs previous 13F +455 shares

    0.03% of the 13F portfolio, value $249,975.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 16,447 shares
    Change vs previous 13F +9 shares

    0.03% of the 13F portfolio, value $248,840.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 16,438 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $247,726.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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