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

Dale Q Rice Investment Management Ltd held 11,123 IYW 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 11,123 shares
    Change vs previous 13F -20 shares

    1.61% of the 13F portfolio, value $2,946,483.

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

  2. period ended2026-06-30
    13F 11,143 shares
    Change vs previous 13F -52 shares

    1.52% of the 13F portfolio, value $2,810,599.

    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 11,195 shares
    Change vs previous 13F -4 shares

    1.54% of the 13F portfolio, value $2,030,997.

    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 11,199 shares
    Change vs previous 13F -26 shares

    1.6% of the 13F portfolio, value $2,236,216.

    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 11,225 shares
    Change vs previous 13F +36 shares

    1.59% of the 13F portfolio, value $2,251,847.

    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 11,189 shares
    Change vs previous 13F -11,191 shares

    1.64% of the 13F portfolio, value $1,982,019.

    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 22,380 shares
    Change vs previous 13F 0 shares

    1.62% of the 13F portfolio, value $3,143,048.

    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 22,380 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $3,570,058.

    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).