Position in QUAD
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$117,075
+$16,141 QoQ
Shares Held
17,712
+10.0% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in QUAD Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Mar 31, 2026Independent Advisor Alliance holds $12,724,343 across 5 Specialty Business Services names. QUAD ranks #5 (0.9% of the industry book) .
All Filings in QUAD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $117,075 | 17,712 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $100,934 | 16,098 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $116,548 | 18,618 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $105,191 | 18,618 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $89,565 | 16,434 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $164,255 | 23,566 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $106,989 | 23,566 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $128,434 | 23,566 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $125,135 | 23,566 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $127,727 | 23,566 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $146,201 | 29,066 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $109,288 | 29,066 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $124,693 | 29,066 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $119,331 | 29,248 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $81,390 | 31,793 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $70,930 | 25,793 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $164,498 | 23,703 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $147,268 | 36,817 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $179,656 | 42,272 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $166,651 | 40,157 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $132,223 | 37,457 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $139,594 | 36,543 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $125,723 | 41,493 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $134,852 | 41,493 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $62,460 | 24,786 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||