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Leonard Rickey Investment Advisors P.L.L.C.: BND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leonard Rickey Investment Advisors P.L.L.C. on BND, newest first. How the timeline and the estimate are built.

Leonard Rickey Investment Advisors P.L.L.C. held 17,800 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,800 shares
    Change vs previous 13F -8,068 shares

    0.21% of the 13F portfolio, value $1,306,706.

    13F-HR 0001731447-26-000004 filed by Leonard Rickey Investment Advisors P.L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,868 shares
    Change vs previous 13F -256,017 shares

    0.33% of the 13F portfolio, value $1,904,928.

    13F-HR 0001731447-26-000003 filed by Leonard Rickey Investment Advisors P.L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 281,885 shares
    Change vs previous 13F +3,035 shares

    3.78% of the 13F portfolio, value $20,879,188.

    13F-HR 0001731447-26-000001 filed by Leonard Rickey Investment Advisors P.L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 278,850 shares
    Change vs previous 13F +3,605 shares

    3.9% of the 13F portfolio, value $20,738,055.

    13F-HR 0001731447-25-000008 filed by Leonard Rickey Investment Advisors P.L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 275,245 shares
    Change vs previous 13F +7,022 shares

    4.05% of the 13F portfolio, value $20,266,326.

    13F-HR 0001731447-25-000006 filed by Leonard Rickey Investment Advisors P.L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 268,223 shares
    Change vs previous 13F -52,496 shares

    4.19% of the 13F portfolio, value $19,427,400.

    13F-HR 0001731447-25-000003 filed by Leonard Rickey Investment Advisors P.L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 320,719 shares
    Change vs previous 13F +11,391 shares

    5.31% of the 13F portfolio, value $23,062,875.

    13F-HR 0001731447-25-000001 filed by Leonard Rickey Investment Advisors P.L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 309,328 shares
    Change vs previous 13F not available

    5.27% of the 13F portfolio, value $23,233,640.

    13F-HR 0001731447-24-000003 filed by Leonard Rickey Investment Advisors P.L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).