Center for Financial Planning »

LCNB shares owned by Center for Financial Planning

Quarter-by-quarter ownership of LCNB (LCNB) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in LCNB

Tip: Access up to 7 years of quarterly data

All positions including LCNB held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in LCNB by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $202k 13k 15.94
2023-12-31 $200k 13k 15.77
2023-09-30 $181k 13k 14.27
2023-06-30 $187k 13k 14.76
2023-03-31 $207k 13k 16.34
2022-12-31 $228k 13k 18.00
2022-09-30 $201k 13k 15.87

More positions owned by Center for Financial Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Amazon (AMZN)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
JPMorgan Chase & Co. (JPM)

View all positions for Center for Financial Planning

Top funds holding LCNB

Vanguard Group
BlackRock
Ritter Daniher Financial Advisory LLC / DE
LCNB
Dimensional Fund Advisors
Geode Capital Management
Bridgeway Capital Management
Johnson Investment Counsel
Northern Trust
American Financial Group
Kapstone Financial Advisors
Cetera Investment Advisers
Horan Securities
Morgan Stanley
Bank of New York Mellon

View all funds holding LCNB