True Wealth Design’s LCNB Corp LCNB Stock Holding History

True Wealth Design’s Portfolio LCNB Stock Details LCNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$425	Buy	23 +2	+10%	+$38	﹤0.01%	2180
2026 Q2	$370	Buy	21 +10	+91%	+$167	﹤0.01%	2303
2026 Q1	$172	Hold	11	–	–	﹤0.01%	2357
2025 Q4	$181	Buy	11 +1	+10%	+$16	﹤0.01%	2249
2025 Q3	$150	Buy	+10	New	+$154	﹤0.01%	2365
2025 Q2	–	Sell	-6	Closed	-$89	–	2713
2025 Q1	$89	Buy	+6	New	+$90	﹤0.01%	2232

Other funds holding LCNB

BEAM

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's LCNB Position: Q3 2026 in Review

True Wealth Design increased its LCNB Corp (LCNB) stake by 9.5% in Q3 2026, buying an estimated $38 and bringing the position to 23 shares worth $425. The position accounts for ﹤0.01% of the portfolio, ranked #2180.

True Wealth Design first reported a position in LCNB in Q1 2025 and has held it in 6 quarters since. 7 funds tracked by Wall St. Rank hold LCNB as of Q3 2026.

True Wealth Design held 23 shares of LCNB Corp worth $425 as of Q3 2026.
True Wealth Design bought 2 LCNB Corp shares in Q3 2026, an estimated $38.
LCNB Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2180 holding.
True Wealth Design first reported a position in LCNB Corp in Q1 2025 and has held it in 6 quarters since.
7 funds tracked by Wall St. Rank held LCNB Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.