Dale Q Rice Investment Management Ltd historic quarter change: USA Everything Else, New
In partnership units, exchange-traded notes and anything else (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Dale Q Rice Investment Management Ltd opened 5 positions, added to 12, reduced 6 and sold out of 10.
- Q4 2025: Stock SCHWAB PRIME ADVANTAGE MONEY INVESTOR; Country of operation —; Class MMN; Shares before 0.
- Q4 2025: Stock SCHWAB US TREASURY MONEY INVESTOR; Country of operation United States; Class MMN; Shares before 0.
- Q4 2025: Stock VANGUARD WINDSOR INVESTOR SHARES; Country of operation United States; Class MFC; Shares before 0.
- Q4 2025: Stock DWS CORE EQUITY S; Country of operation —; Class MFA; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2041427), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-30); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-15); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
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