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Disclosery

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

Dale Q Rice Investment Management Ltd held 0 SWVXX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -823,787 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 823,787 shares
    Change vs previous 13F +6,953 shares

    0.62% of the 13F portfolio, value $823,787.

    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).

  3. period ended2025-12-31
    13F 816,834 shares
    Change vs previous 13F -23,937 shares

    0.59% of the 13F portfolio, value $816,834.

    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).

  4. period ended2025-09-30
    13F 840,771 shares
    Change vs previous 13F +8,677 shares

    0.59% of the 13F portfolio, value $840,771.

    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).

  5. period ended2025-06-30
    13F 832,094 shares
    Change vs previous 13F -3,628,292 shares

    0.69% of the 13F portfolio, value $832,094.

    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).

  6. period ended2025-03-31
    13F 4,460,386 shares
    Change vs previous 13F +3,643,811 shares

    2.3% of the 13F portfolio, value $4,460,386.

    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).

  7. period ended2024-12-31
    13F 816,575 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $816,575.

    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).