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

Leonard Rickey Investment Advisors P.L.L.C. held 4,631 USMV 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 4,631 shares
    Change vs previous 13F -165,185 shares

    0.07% of the 13F portfolio, value $446,670.

    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 169,816 shares
    Change vs previous 13F -6,683 shares

    2.73% of the 13F portfolio, value $15,748,699.

    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 176,499 shares
    Change vs previous 13F -2,107 shares

    3.01% of the 13F portfolio, value $16,619,111.

    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 178,606 shares
    Change vs previous 13F +1,624 shares

    3.2% of the 13F portfolio, value $16,992,537.

    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 176,982 shares
    Change vs previous 13F +598 shares

    3.32% of the 13F portfolio, value $16,613,289.

    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 176,384 shares
    Change vs previous 13F +2,076 shares

    3.46% of the 13F portfolio, value $16,070,321.

    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 174,308 shares
    Change vs previous 13F +833 shares

    3.56% of the 13F portfolio, value $15,476,851.

    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 173,475 shares
    Change vs previous 13F not available

    3.6% of the 13F portfolio, value $15,840,031.

    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).