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Disclosery

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

Dale Q Rice Investment Management Ltd held 959 SOXX 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 959 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $545,326.

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

  2. period ended2026-06-30
    13F 959 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $614,489.

    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 959 shares
    Change vs previous 13F -44 shares

    0.24% of the 13F portfolio, value $315,185.

    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 1,003 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $302,053.

    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 1,003 shares
    Change vs previous 13F -100 shares

    0.21% of the 13F portfolio, value $291,060.

    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 1,103 shares
    Change vs previous 13F -1,028 shares

    0.22% of the 13F portfolio, value $270,886.

    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 2,131 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $400,991.

    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 2,131 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $459,209.

    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).