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

Leonard Rickey Investment Advisors P.L.L.C. held 9,610 VTV 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 9,610 shares
    Change vs previous 13F -2 shares

    0.33% of the 13F portfolio, value $2,094,235.

    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 9,612 shares
    Change vs previous 13F -231 shares

    0.33% of the 13F portfolio, value $1,885,814.

    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 9,843 shares
    Change vs previous 13F -318 shares

    0.34% of the 13F portfolio, value $1,880,010.

    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 10,161 shares
    Change vs previous 13F -77 shares

    0.36% of the 13F portfolio, value $1,894,865.

    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 10,238 shares
    Change vs previous 13F -202 shares

    0.36% of the 13F portfolio, value $1,809,551.

    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 10,440 shares
    Change vs previous 13F -113 shares

    0.37% of the 13F portfolio, value $1,711,823.

    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 10,553 shares
    Change vs previous 13F +62 shares

    0.41% of the 13F portfolio, value $1,786,646.

    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 10,491 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,831,389.

    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).