Position in QUAD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$239,143
+$12,301 QoQ
Shares Held
36,179
0.0% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in QUAD Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,780,444 across 10 Specialty Business Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMPR |
CIMPRESS plc
|
9,474 | $963,505 | |
| 2 | CTAS |
Cintas Corp
|
4,379 | $744,780 | |
| 3 | RTO |
Rentokil Initial PLC /Fi
|
923 | $26,407 | |
| 4 | GPN |
Global Payments Inc
|
234 | $16,979 | |
| 5 | CASS |
Cass Information Systems Inc
|
230 | $11,803 | |
| 6 | UNF |
Unifirst Corp
|
25 | $6,611 | |
| 7 | TRI |
Thomson Reuters Corp /Can/
|
76 | $6,206 | |
| 8 | ARMK |
Aramark
|
72 | $4,096 |
All Filings in QUAD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $239,143 | 36,179 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $226,842 | 36,179 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $226,480 | 36,179 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $204,411 | 36,179 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $197,175 | 36,179 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $252,167 | 36,179 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $57,104 | 12,578 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||