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Manager record

Leonard Rickey Investment Advisors P.L.L.C.

Yakima, WA · CIK 1731447 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$643.56MReported 13F valueQ3 2026 · as filed
129Holdings listed
+1.1%vs prior quartervalue change includes market moves
6Quarters on record
Oct 29Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $500.7M$500.7MQ2 2025113 holdingsQ3 2025: $531.1M$531.1MQ3 2025117 holdingsQ4 2025: $553.0M$553.0MQ4 2025117 holdingsQ1 2026: $577.9M$577.9MQ1 2026118 holdingsQ2 2026: $636.8M$636.8MQ2 2026125 holdingsQ3 2026: $643.6M$643.6MQ3 2026129 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 29 2026 13F-HR · period Q3 2026

$643.56M · 129 holdings listed · View original SEC filing ↗
Jul 23 2026 13F-HR · period Q2 2026

$636.79M · 125 holdings listed · View original SEC filing ↗
Apr 08 2026 13F-HR · period Q1 2026

$577.87M · 118 holdings listed · View original SEC filing ↗
Jan 14 2026 13F-HR · period Q4 2025

$553.05M · 117 holdings listed · View original SEC filing ↗
Oct 14 2025 13F-HR · period Q3 2025

$531.07M · 117 holdings listed · View original SEC filing ↗
Jul 14 2025 13F-HR · period Q2 2025

$500.68M · 113 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 29, 2026 · Change methodology