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Disclosery

Dale Q Rice Investment Management Ltd: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dale Q Rice Investment Management Ltd on AGG, newest first. How the timeline and the estimate are built.

Dale Q Rice Investment Management Ltd held 4,428 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,428 shares
    Change vs previous 13F -127 shares

    0.23% of the 13F portfolio, value $418,612.

    13F-HR 0002041427-26-000005 filed by Dale Q Rice Investment Management Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,555 shares
    Change vs previous 13F -173 shares

    0.24% of the 13F portfolio, value $450,854.

    13F-HR 0002041427-26-000003 filed by Dale Q Rice Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 4,728 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $469,349.

    13F-HR 0002041427-26-000002 filed by Dale Q Rice Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 4,728 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $472,233.

    13F-HR 0002041427-26-000001 filed by Dale Q Rice Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 4,728 shares
    Change vs previous 13F -119 shares

    0.33% of the 13F portfolio, value $472,895.

    13F-HR 0002041427-25-000006 filed by Dale Q Rice Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 4,847 shares
    Change vs previous 13F -4,847 shares

    0.39% of the 13F portfolio, value $474,473.

    13F-HR 0002041427-25-000004 filed by Dale Q Rice Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 9,694 shares
    Change vs previous 13F -253 shares

    0.5% of the 13F portfolio, value $958,930.

    13F-HR 0002041427-25-000002 filed by Dale Q Rice Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 9,947 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $963,864.

    13F-HR 0002041427-25-000001 filed by Dale Q Rice Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).