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

Leonard Rickey Investment Advisors P.L.L.C. held 791,967 VTIP 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 791,967 shares
    Change vs previous 13F +74,726 shares

    6.25% of the 13F portfolio, value $39,780,483.

    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 717,241 shares
    Change vs previous 13F +35,653 shares

    6.2% of the 13F portfolio, value $35,826,201.

    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 681,588 shares
    Change vs previous 13F +77,357 shares

    6.1% of the 13F portfolio, value $33,711,343.

    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 604,231 shares
    Change vs previous 13F +25,865 shares

    5.76% of the 13F portfolio, value $30,592,213.

    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 578,366 shares
    Change vs previous 13F +71,860 shares

    5.81% of the 13F portfolio, value $29,074,475.

    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 506,506 shares
    Change vs previous 13F +13,983 shares

    5.42% of the 13F portfolio, value $25,153,106.

    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 492,523 shares
    Change vs previous 13F +11,049 shares

    5.49% of the 13F portfolio, value $23,847,946.

    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 481,474 shares
    Change vs previous 13F not available

    5.39% of the 13F portfolio, value $23,741,486.

    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).