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Disclosery

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

Dale Q Rice Investment Management Ltd held 9,734 SPY 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 9,734 shares
    Change vs previous 13F -38 shares

    4.05% of the 13F portfolio, value $7,423,810.

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

  2. period ended2026-06-30
    13F 9,772 shares
    Change vs previous 13F -387 shares

    3.96% of the 13F portfolio, value $7,297,526.

    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 10,159 shares
    Change vs previous 13F -101 shares

    5.01% of the 13F portfolio, value $6,606,997.

    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 10,260 shares
    Change vs previous 13F -249 shares

    5.01% of the 13F portfolio, value $6,996,744.

    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 10,509 shares
    Change vs previous 13F +48 shares

    4.98% of the 13F portfolio, value $7,053,548.

    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 10,461 shares
    Change vs previous 13F -9,231 shares

    5.42% of the 13F portfolio, value $6,529,713.

    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 19,692 shares
    Change vs previous 13F +443 shares

    5.69% of the 13F portfolio, value $11,015,721.

    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 19,249 shares
    Change vs previous 13F not available

    4.96% of the 13F portfolio, value $11,281,632.

    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).