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Disclosery

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

Dale Q Rice Investment Management Ltd held 6,507 XLK 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 6,507 shares
    Change vs previous 13F -14 shares

    0.69% of the 13F portfolio, value $1,273,746.

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

  2. period ended2026-06-30
    13F 6,521 shares
    Change vs previous 13F -70 shares

    0.67% of the 13F portfolio, value $1,242,343.

    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 6,591 shares
    Change vs previous 13F -25 shares

    0.66% of the 13F portfolio, value $875,917.

    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 6,616 shares
    Change vs previous 13F +2,899 shares

    0.68% of the 13F portfolio, value $952,477.

    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 3,717 shares
    Change vs previous 13F -5 shares

    0.76% of the 13F portfolio, value $1,078,615.

    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 3,722 shares
    Change vs previous 13F -2,488 shares

    0.8% of the 13F portfolio, value $962,867.

    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 6,210 shares
    Change vs previous 13F -222 shares

    0.66% of the 13F portfolio, value $1,282,158.

    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 6,432 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,495,476.

    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).