Leonard Rickey Investment Advisors P.L.L.C. quarter change: USA Options, Unchanged
In put and call options, at their filed underlying value (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Leonard Rickey Investment Advisors P.L.L.C. opened 3 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was CAT (+$46,975); the largest decrease was XOMXXXX (+$33,345).
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.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| BOURGEON CAPITAL MANAGEMENT LLC | United States | $0.578B | 108 |
| Webs Creek Capital Management LP | United States | $0.578B | 14 |
| Bleichroeder LP | United States | $0.579B | 81 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | United States | $0.577B | 5 |
| Ellis Investment Partners, LLC | United States | $0.576B | 268 |
| Simcoe Capital Management, LLC | United States | $0.576B | 15 |
| GOULD ASSET MANAGEMENT LLC /CA/ | United States | $0.576B | 171 |
| Sovereign Financial Group, Inc. | United States | $0.576B | 365 |
| Patten Group, Inc. | United States | $0.575B | 296 |
| AEGIS FINANCIAL CORP | United States | $0.580B | 37 |