Dale Q Rice Investment Management Ltd quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Dale Q Rice Investment Management Ltd opened 33 positions, added to 0, reduced 0, sold out of 31 and left 0 unchanged. The largest increase in value was USD (+$47,783,768); the largest decrease was USD (-$21,447,038).
Two Form 13F-HR filings compared (SEC CIK 2041427): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-08-07). 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; share change is the position change.
No position of this class changed this way between the two filings.
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