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Disclosery

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

Dale Q Rice Investment Management Ltd held 2,378 VUG 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 2,378 shares
    Change vs previous 13F -9 shares

    0.12% of the 13F portfolio, value $214,282.

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

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

    0.11% of the 13F portfolio, value $205,580.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -800 shares

    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).

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

  4. period ended2025-03-31
    13F 800 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $296,656.

    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).