Leonard Rickey Investment Advisors P.L.L.C.
All 13F Filings
- Location
- Yakima, WA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 577,874
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/8/2026 | 118 | 577,874 | 13F-HR | Leonard Rickey Investment Advisors P.L.L.C. |
| Q4 2025 | 1/14/2026 | 115 | 553,048 | 13F-HR | Leonard Rickey Investment Advisors P.L.L.C. |
| Q3 2025 | 10/14/2025 | 117 | 531,069 | 13F-HR | Leonard Rickey Investment Advisors P.L.L.C. |
| Q2 2025 | 7/14/2025 | 113 | 500,683 | 13F-HR | Leonard Rickey Investment Advisors P.L.L.C. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 60.95 K | 10.5% | 0 | 331 K | -331 K |
| ETFs | 516.9 K | 89.5% | 360.4 K | 0 | 360.4 K |
| Other | 0 | 0.0% | 0 | 4.547 K | -4.547 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
577,874
Holdings
118
QoQ value change ($000)
24,826
(4.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.