Dale Q Rice Investment Management Ltd quarter change: Foreign Funds, Added
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Dale Q Rice Investment Management Ltd opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| ALTERNA WEALTH MANAGEMENT, INC | United States | $0.132B | 105 |
| Sincerus Advisory, LLC | United States | $0.132B | 76 |
| Boyce & Associates Wealth Consulting, Inc. | United States | $0.132B | 80 |
| Penbrook Management LLC | United States | $0.132B | 93 |
| Macco Financial Group, Inc. | United States | $0.132B | 21 |
| Park State Asset Management | United States | $0.132B | 20 |
| TWIN CITY PRIVATE WEALTH, LLC | United States | $0.132B | 96 |
| REICON WEALTH ADVISORS, LLC | United States | $0.132B | 72 |
| bLong Financial, LLC | United States | $0.132B | 76 |
| Richard Young Associates, Ltd. | United States | $0.132B | 25 |