Leonard Rickey Investment Advisors P.L.L.C. quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Leonard Rickey Investment Advisors P.L.L.C. opened 0 positions, added to 1, reduced 2, sold out of 1 and left 0 unchanged. The largest increase in value was TSM (+$242,148); the largest decrease was SNY (-$229,344).
- NVS: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 4,602; Shares 2026-06-30 4,626.
Two Form 13F-HR filings compared (SEC CIK 1731447): 2026-03-31 (filed 2026-04-08) and 2026-06-30 (filed 2026-07-23). 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; share change is the position change.
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