Dale Q Rice Investment Management Ltd
All 13F Filings
- Location
- Vancouver, WA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 183,520
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 68 | 183,520 | 13F-HR | Dale Q Rice Investment Management Ltd |
| Q2 2026 | 8/7/2026 | 68 | 184,450 | 13F-HR | Dale Q Rice Investment Management Ltd |
| Q1 2026 | 5/8/2026 | 68 | 131,983 | 13F-HR | Dale Q Rice Investment Management Ltd |
| Q4 2025 | 1/30/2026 | 65 | 139,597 | 13F-HR | Dale Q Rice Investment Management Ltd |
| Q3 2025 | 10/15/2025 | 67 | 141,676 | 13F-HR | Dale Q Rice Investment Management Ltd |
| Q2 2025 | 7/29/2025 | 67 | 120,542 | 13F-HR | Dale Q Rice Investment Management Ltd |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 71.95 K | 39.2% | 3.864 K | 0 | 3.864 K |
| ETFs | 111.6 K | 60.8% | 0 | 4.799 K | -4.799 K |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
183,520
Holdings
68
QoQ value change ($000)
-930
(-0.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.