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

Leonard Rickey Investment Advisors P.L.L.C. held 44,886 IXUS 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 44,886 shares
    Change vs previous 13F -2,287 shares

    0.67% of the 13F portfolio, value $4,283,926.

    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 47,173 shares
    Change vs previous 13F +568 shares

    0.71% of the 13F portfolio, value $4,087,033.

    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 46,605 shares
    Change vs previous 13F -1,095 shares

    0.71% of the 13F portfolio, value $3,944,612.

    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 47,700 shares
    Change vs previous 13F -4 shares

    0.74% of the 13F portfolio, value $3,939,040.

    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 47,704 shares
    Change vs previous 13F -202 shares

    0.74% of the 13F portfolio, value $3,687,972.

    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 47,906 shares
    Change vs previous 13F -797 shares

    0.7% of the 13F portfolio, value $3,267,222.

    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 48,703 shares
    Change vs previous 13F +4,693 shares

    0.74% of the 13F portfolio, value $3,221,207.

    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 44,010 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $3,196,418.

    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).