Leonard Rickey Investment Advisors P.L.L.C.
All 13F Filings
- Location
- Yakima, WA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 643,556
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/28/2026 | 126 | 643,556 | 13F-HR | Leonard Rickey Investment Advisors P.L.L.C. |
| Q2 2026 | 7/23/2026 | 125 | 636,793 | 13F-HR | Leonard Rickey Investment Advisors P.L.L.C. |
| Q1 2026 | 4/8/2026 | 118 | 577,874 | 13F-HR | Leonard Rickey Investment Advisors P.L.L.C. |
| Q4 2025 | 1/14/2026 | 115 | 553,048 | 13F-HR | Leonard Rickey Investment Advisors P.L.L.C. |
| Q3 2025 | 10/14/2025 | 117 | 531,069 | 13F-HR | Leonard Rickey Investment Advisors P.L.L.C. |
| Q2 2025 | 7/14/2025 | 113 | 500,683 | 13F-HR | Leonard Rickey Investment Advisors P.L.L.C. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 81.46 K | 12.7% | 2.054 K | 0 | 2.054 K |
| ETFs | 562.1 K | 87.3% | 4.83 K | 0 | 4.83 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/28/2026
Total value ($000)
643,556
Holdings
126
QoQ value change ($000)
6,763
(1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.