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Disclosery

Dale Q Rice Investment Management Ltd: IBB 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 IBB, newest first. How the timeline and the estimate are built.

Dale Q Rice Investment Management Ltd held 1,975 IBB 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 1,975 shares
    Change vs previous 13F -28 shares

    0.23% of the 13F portfolio, value $415,849.

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

  2. period ended2026-06-30
    13F 2,003 shares
    Change vs previous 13F -334 shares

    0.21% of the 13F portfolio, value $380,951.

    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 2,337 shares
    Change vs previous 13F -33 shares

    0.3% of the 13F portfolio, value $394,602.

    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 2,370 shares
    Change vs previous 13F -88 shares

    0.29% of the 13F portfolio, value $399,985.

    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 2,458 shares
    Change vs previous 13F -50 shares

    0.26% of the 13F portfolio, value $373,739.

    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 2,508 shares
    Change vs previous 13F -3,285 shares

    0.27% of the 13F portfolio, value $328,999.

    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 5,793 shares
    Change vs previous 13F -106 shares

    0.38% of the 13F portfolio, value $740,924.

    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 5,899 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $779,906.

    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).