Leonard Rickey Investment Advisors P.L.L.C.
All 13F Filings
- Location
- Yakima, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 636,793
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
127
(0.0% of total reported value)
· QoQ Δ:
+127
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 79.41 K | 12.5% | 18.46 K | 0 | 18.46 K |
| ETFs | 557.3 K | 87.5% | 40.34 K | 0 | 40.34 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
636,793
Holdings
125
QoQ value change ($000)
58,919
(10.2%)
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.