Dale Q Rice Investment Management Ltd RSP — INVSC S P 500 EQUAL WEIGHT ETF IV

Ownership history in Dale Q Rice Investment Management Ltd  ·  8 quarters on record

AI Ownership Summary

Dale Q Rice Investment Management Ltd reported INVSC S P 500 EQUAL WEIGHT ETF IV (RSP) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.82% in 2025 Q1. The latest visible filing shows RSP at 0.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RSP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dale Q Rice Investment Management Ltd's position in INVSC S P 500 EQUAL WEIGHT ETF IV, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

RSP was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.82% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RSP stock page Dale Q Rice Investment Management Ltd fund profile Dale Q Rice Investment Management Ltd full holdings
How Dale Q Rice Investment Management Ltd held RSP — position size vs. price
% of Fund (quarterly)    RSP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 3,688 — 0% 0.42% $767K 2026-10-09 $213.04
2026 Q2 REDUCED 6.1% -1.1% ✅ 3,688 -240 -6.1% 0.43% $785K 2026-08-07 $219.27
2026 Q1 REDUCED — — — 3,928 -127 -3.1% 0.57% $754K 2026-05-08 $202.55
2025 Q4 REDUCED 9.4% +0.6% ❌ 4,055 -421 -9.4% 0.56% $777K 2026-01-30 $195.74
2025 Q3 UNCHANGED — — — 4,476 — 0% 0.60% $848K 2025-10-15 $185.88
2025 Q2 REDUCED 51.1% +4.5% ❌ 4,476 -4,671 -51.1% 0.68% $818K 2025-07-29 $182.80
2025 Q1 UNCHANGED — — — 9,147 — 0% 0.82% $1.6M 2025-04-22 $159.40
2024 Q4 INITIATED — — — 9,147 — — 0.70% $1.6M 2025-01-13 $169.67

🏢 Other funds also holding RSP

As of 2026 Q3 — sorted by position size

PartnerRe Asset Management CORP 3Y 7Y 17.98% Partnership Wealth Management, LLC 16.4% FSA Investment Group, LLC 15.59% Invariant Investment Management 15.2% Echo45 Advisors LLC 3Y 8.67% Roth Financial Partners LLC 3Y 6.88% Kaydan Wealth Management, Inc. 3Y 6.79% Ayalon Insurance Comp Ltd. 3Y 7Y 4.81% Bangor Savings Bank 3Y 7Y 4.44% Delta Wealth Advisors LLC 3.96%

FAQ About Dale Q Rice Investment Management Ltd and RSP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dale Q Rice Investment Management Ltd reported owning RSP?

Dale Q Rice Investment Management Ltd reported RSP across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported RSP position in Dale Q Rice Investment Management Ltd's portfolio?

The largest reported portfolio weight for RSP was 0.82% in 2025 Q1.

What is the latest reported RSP position on this page?

The most recent filing on this page is 2026 Q3, when Dale Q Rice Investment Management Ltd reported 3,688 shares, equal to 0.42% of portfolio, with an estimated market value of $767K.

What does the chart on this RSP ownership page compare?

The chart compares Dale Q Rice Investment Management Ltd's quarterly RSP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Dale Q Rice Investment Management Ltd time their RSP position?

Based on 13F filing dates vs. subsequent RSP price moves, Dale Q Rice Investment Management Ltd correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on RSP relative to SPY over the holding period was +2456.0%.

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