SEC Filing Summary: LCNB CORP (Form 13F-HR)
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by LCNB CORP, an institutional investment manager based in Lebanon, OH. The report covers the calendar quarter ended June 30, 2026. The report was signed by Bradley A. Ruppert, Executive Vice President and Chief Investment Officer, on August 10, 2026.
Key Financial Metrics
As a Form 13F filing, this document discloses equity holdings rather than the issuer's operational financials (revenue, profit, cash flow, or debt). The key metrics provided relate to the portfolio managed by LCNB CORP:
- Total Portfolio Value: $325,964,421
- Total Number of Holdings: 187 entries
- Other Included Managers: 0
Note: The filing text does not provide data on LCNB CORP's own revenue, profit, margins, or liquidity, as this form is strictly for reporting investment holdings.
Material Changes
The filing text does not provide comparative data for the prior period (e.g., March 31, 2026) to calculate material changes in portfolio value or composition. The report indicates it is a standard 13F Holdings Report and not an amendment or restatement.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the company's operations. It is a regulatory disclosure of securities held.
Investor Verification Checklist
- Verify the total portfolio value of $325,964,421 against the sum of individual holdings in the full schedule (not provided in this summary).
- Confirm the 187 holdings represent the complete equity portfolio for the quarter.
- Check for subsequent amendments if the portfolio composition changed significantly after the August 10, 2026 signing date.
- Note that this filing reflects investment activity, not the operational performance of LCNB CORP itself.