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

Leonard Rickey Investment Advisors P.L.L.C. held 107,688 IUSB 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 107,688 shares
    Change vs previous 13F -43,475 shares

    0.78% of the 13F portfolio, value $4,969,815.

    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 151,163 shares
    Change vs previous 13F +53,455 shares

    1.21% of the 13F portfolio, value $6,982,198.

    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 97,708 shares
    Change vs previous 13F +18,396 shares

    0.82% of the 13F portfolio, value $4,547,351.

    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 79,312 shares
    Change vs previous 13F -52,264 shares

    0.7% of the 13F portfolio, value $3,704,678.

    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 131,576 shares
    Change vs previous 13F -161,282 shares

    1.21% of the 13F portfolio, value $6,082,747.

    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 292,858 shares
    Change vs previous 13F +47,240 shares

    2.87% of the 13F portfolio, value $13,292,846.

    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 245,618 shares
    Change vs previous 13F +6,124 shares

    2.56% of the 13F portfolio, value $11,101,940.

    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 239,494 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $11,284,940.

    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).