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

Leonard Rickey Investment Advisors P.L.L.C. held 348,375 SGOV 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 348,375 shares
    Change vs previous 13F -66,668 shares

    5.51% of the 13F portfolio, value $35,070,887.

    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 415,043 shares
    Change vs previous 13F +260,878 shares

    7.23% of the 13F portfolio, value $41,778,214.

    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 154,165 shares
    Change vs previous 13F +48,289 shares

    2.8% of the 13F portfolio, value $15,475,090.

    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 105,876 shares
    Change vs previous 13F +28,190 shares

    2.01% of the 13F portfolio, value $10,661,762.

    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 77,686 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $7,822,203.

    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).