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

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$441M
Signature - Title
Matthew Hargreaves - CIO
Location
Yakima, WA
Summary
This page shows a list of all the recent 13F filings made by Leonard Rickey Investment Advisors P.L.L.C.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Leonard Rickey Investment Advisors P.L.L.C. reported 109 stock holdings with total value $441M as of Q3 2024. Top holdings included IJH, FNDX, VEU, VTI, and VTIP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 109 $441M +$8.22M -$5.7M +$2.52M IJH, FNDX, VEU, VTI, VTIP 13F-HR 10/15/2024, 03:20 PM
Q2 2024 108 $417M +$32M -$2.27M +$29.7M IJH, FNDX, VEU, VTI, VTIP 13F-HR 7/24/2024, 05:09 PM
Q1 2024 93 $387M +$91.9M -$4.97M +$86.9M IJH, FNDX, VEU, VTI, VTIP 13F-HR 4/18/2024, 04:42 PM
Q4 2023 84 $337M +$7.52M -$2.24M +$5.28M IJH, VEU, FNDX, VTIP, BND 13F-HR 1/23/2024, 01:32 PM
Q3 2023 80 $306M +$55.4M -$6.12M +$49.3M IJH, VEU, FNDX, VTIP, BND 13F-HR 10/17/2023, 11:11 AM
Q2 2023 70 $266M +$4.43M -$5.13M -$702K IJH, VEU, FNDX, VTEB, VTIP 13F-HR 7/27/2023, 01:07 PM
Q1 2023 67 $256M +$14.7M -$5.83M +$8.86M IJH, VEU, FNDX, VTEB, VTIP 13F-HR 4/20/2023, 04:27 PM
Q4 2022 67 $236M +$30.8M -$24.5M +$6.24M IJH, VEU, FNDX, VTEB, USMV 13F-HR 1/27/2023, 10:56 AM
Q3 2022 59 $213M +$3.58M -$4.66M -$1.08M IJH, VEU, VTEB, FNDX, TIP 13F-HR 10/31/2022, 04:05 PM
Q2 2022 66 $229M +$10.9M -$9.23M +$1.62M IJH, VEU, VTEB, FNDX, TIP 13F-HR 7/25/2022, 12:29 PM
Q1 2022 69 $263M +$9.6M -$6.35M +$3.25M IJH, VEU, VTEB, FNDX, USMV 13F-HR 4/18/2022, 09:39 PM
Q4 2021 73 $273M +$24.6M -$2.73M +$21.9M IJH, VEU, VTEB, FNDX, VTI 13F-HR 2/1/2022, 12:49 PM
Q3 2021 70 $238M +$13.3M -$2.85M +$10.4M IJH, VTEB, VEU, FNDX, VTI 13F-HR 10/25/2021, 12:11 PM
Q2 2021 71 $231M +$16.3M -$43.3M -$27M IJH, VTEB, VEU, FNDX, VTI 13F-HR 7/26/2021, 08:27 PM
Q1 2021 65 $249M +$22.2M -$4.41M +$17.7M IJH, VCSH, VTEB, VEU, FNDX 13F-HR 5/6/2021, 11:12 AM
Q4 2020 64 $220M +$39.2M -$1.44M +$37.7M IJH, VCSH, VTEB, VEU, VUG 13F-HR 1/21/2021, 08:48 PM
Q3 2020 57 $160M +$9.96M -$9.94M +$19.9K IJH, VTEB, VEU, VUG, VTI 13F-HR 10/16/2020, 11:51 AM
Q2 2020 69 $154M +$13.2M -$8.15M +$5M IJH, VTEB, VEU, VUG, VTI 13F-HR 7/21/2020, 01:14 PM
Q1 2020 65 $129M +$17.1M -$30.1M -$13M IJH, VTEB, VUG, VEU, VT 13F-HR 4/28/2020, 04:24 PM
Q4 2019 82 $166M +$11.2M -$4.74M +$6.41M IJH, VTEB, VSS, VT, IJR 13F-HR 1/7/2020, 03:15 PM
Q3 2019 79 $150M +$4.05M -$2.53M +$1.52M IJH, VTEB, VSS, VT, IJR 13F-HR 10/17/2019, 12:10 PM
Q2 2019 77 $149M +$9.46M -$2.2M +$7.26M IJH, VTEB, VSS, VT, IJR 13F-HR 7/10/2019, 02:39 PM
Q1 2019 70 $138M +$6.35M -$1.49M +$4.87M IJH, VTEB, VSS, VT, IJR 13F-HR 4/10/2019, 03:00 PM
Q4 2018 64 $121M +$14.3M -$13.8M +$506K IJH, VTEB, VSS, VT, IJR 13F-HR 1/17/2019, 04:56 PM
Q3 2018 68 $137M +$4.38M -$2.67M +$1.72M IJH, VTEB, VSS, VT, IJR 13F-HR 10/23/2018, 12:37 PM
Q2 2018 63 $132M +$5.42M -$2.73M +$2.69M IJH, VTEB, VSS, VT, IJR 13F-HR 7/17/2018, 11:48 AM
Q1 2018 61 $128M +$4.65M -$6.5M -$1.85M IJH, VTEB, VSS, VT, IJR 13F-HR 4/25/2018, 02:00 PM
Q4 2017 63 $131M $0 $0 IJH, VTEB, VSS, VT, IJR 13F-HR 2/14/2018, 03:59 PM