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

Dale Q Rice Investment Management Ltd held 1,651 IYJ 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 1,651 shares
    Change vs previous 13F -57 shares

    0.14% of the 13F portfolio, value $253,214.

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

  2. period ended2026-06-30
    13F 1,708 shares
    Change vs previous 13F -300 shares

    0.15% of the 13F portfolio, value $284,638.

    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 2,008 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $296,260.

    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 2,008 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $297,525.

    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 2,008 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $292,827.

    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 2,008 shares
    Change vs previous 13F -2,122 shares

    0.24% of the 13F portfolio, value $288,911.

    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 4,130 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $537,644.

    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 4,130 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $551,438.

    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).