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

Leonard Rickey Investment Advisors P.L.L.C. held 1,530,215 FNDX 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 1,530,215 shares
    Change vs previous 13F +30,212 shares

    7.47% of the 13F portfolio, value $47,589,693.

    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 1,500,003 shares
    Change vs previous 13F +20,649 shares

    7.23% of the 13F portfolio, value $41,775,071.

    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 1,479,354 shares
    Change vs previous 13F +34,600 shares

    7.28% of the 13F portfolio, value $40,253,223.

    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 1,444,754 shares
    Change vs previous 13F -5,424 shares

    7.15% of the 13F portfolio, value $37,997,026.

    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 1,450,178 shares
    Change vs previous 13F +23,236 shares

    7.11% of the 13F portfolio, value $35,587,379.

    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 1,426,942 shares
    Change vs previous 13F +35,499 shares

    6.87% of the 13F portfolio, value $31,849,355.

    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 1,391,443 shares
    Change vs previous 13F +935,959 shares

    7.59% of the 13F portfolio, value $32,949,360.

    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 455,484 shares
    Change vs previous 13F not available

    7.42% of the 13F portfolio, value $32,685,522.

    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).