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

Dale Q Rice Investment Management Ltd held 459,544 USD 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 459,544 shares
    Change vs previous 13F +1,230 shares

    24.11% of the 13F portfolio, value $44,244,925.

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

  2. period ended2026-06-30
    13F 458,314 shares
    Change vs previous 13F +11,035 shares

    25.91% of the 13F portfolio, value $47,783,768.

    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 447,279 shares
    Change vs previous 13F +8,716 shares

    16.25% of the 13F portfolio, value $21,447,038.

    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 438,563 shares
    Change vs previous 13F +207,715 shares

    16.48% of the 13F portfolio, value $23,009,367.

    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 230,848 shares
    Change vs previous 13F +8,568 shares

    17.77% of the 13F portfolio, value $25,171,666.

    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 222,280 shares
    Change vs previous 13F -165,400 shares

    15.22% of the 13F portfolio, value $18,342,545.

    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 387,680 shares
    Change vs previous 13F -48,994 shares

    8.08% of the 13F portfolio, value $15,646,765.

    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 436,674 shares
    Change vs previous 13F not available

    12.51% of the 13F portfolio, value $28,444,944.

    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).