Leonard Rickey Investment Advisors P.L.L.C. historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Leonard Rickey Investment Advisors P.L.L.C. opened 28 positions, added to 211, reduced 216 and sold out of 22.
- Q2 2026: Stock VTI; Country of operation —; Class TOTAL STK MKT; Shares before 93,285.
- Q2 2026: Stock FNDX; Country of operation —; Class FUNDAMENTAL US L; Shares before 1,500,003.
- Q2 2026: Stock VXUS; Country of operation —; Class VG TL INTL STK F; Shares before 328,487.
- Q2 2026: Stock VCRB; Country of operation —; Class CORE BD ETF; Shares before 380,816.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1731447), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-16); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.
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