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LCNB shares owned by True Wealth Design

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

Historical chart of True Wealth Design investment in LCNB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in LCNB by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-09-30 $150 10 15.00
2025-03-31 $88 6 14.83

More positions owned by True Wealth Design

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

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