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Leonard Rickey Investment Advisors P.L.L.C.: DFEM 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 DFEM, newest first. How the timeline and the estimate are built.

Leonard Rickey Investment Advisors P.L.L.C. held 503,491 DFEM 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 503,491 shares
    Change vs previous 13F -2,443 shares

    3.21% of the 13F portfolio, value $20,461,892.

    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 505,934 shares
    Change vs previous 13F +926 shares

    3.02% of the 13F portfolio, value $17,480,036.

    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 505,008 shares
    Change vs previous 13F +10,209 shares

    3.02% of the 13F portfolio, value $16,705,675.

    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 494,799 shares
    Change vs previous 13F +1,905 shares

    2.99% of the 13F portfolio, value $15,868,198.

    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 492,894 shares
    Change vs previous 13F +11,740 shares

    2.92% of the 13F portfolio, value $14,629,101.

    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 481,154 shares
    Change vs previous 13F +283,711 shares

    2.66% of the 13F portfolio, value $12,327,165.

    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 197,443 shares
    Change vs previous 13F +61,329 shares

    1.19% of the 13F portfolio, value $5,171,031.

    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 136,114 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $3,831,599.

    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).