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

Leonard Rickey Investment Advisors P.L.L.C. held 125,610 VTI 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 125,610 shares
    Change vs previous 13F +32,325 shares

    7.3% of the 13F portfolio, value $46,480,627.

    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 93,285 shares
    Change vs previous 13F -21,513 shares

    5.18% of the 13F portfolio, value $29,926,618.

    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 114,798 shares
    Change vs previous 13F +2,584 shares

    6.96% of the 13F portfolio, value $38,488,225.

    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 112,214 shares
    Change vs previous 13F +1,126 shares

    6.93% of the 13F portfolio, value $36,825,253.

    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 111,088 shares
    Change vs previous 13F -577 shares

    6.74% of the 13F portfolio, value $33,763,049.

    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 111,665 shares
    Change vs previous 13F +1,850 shares

    6.36% of the 13F portfolio, value $29,496,216.

    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 109,815 shares
    Change vs previous 13F +12,829 shares

    7.33% of the 13F portfolio, value $31,825,554.

    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 96,986 shares
    Change vs previous 13F not available

    6.23% of the 13F portfolio, value $27,462,676.

    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).