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LCNB shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of LCNB (LCNB) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in LCNB

Tip: Access up to 7 years of quarterly data

All positions including LCNB held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in LCNB by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $85k 5.7k 14.99
2025-06-30 $83k 5.7k 14.53
2025-03-31 $32k 2.1k 14.79

More positions owned by MAI Wealth Advisors

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding LCNB

BlackRock
Vanguard Group
Ritter Daniher Financial Advisory LLC / DE
LCNB
Dimensional Fund Advisors
Geode Capital Management
State Street Corporation
Johnson Investment Counsel
Renaissance Technologies
Bridgeway Capital Management
Northern Trust
American Financial Group
Kapstone Financial Advisors
Cetera Investment Advisers
HORAN Wealth

View all funds holding LCNB