Position in QUAD
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$6
-$135 QoQ
Shares Held
1
-96.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
2 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, 2026True Wealth Design, LLC holds $301,849 across 21 Specialty Business Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARMK |
Aramark
|
1,368 | $77,839 | |
| 2 | CPRT |
Copart Inc
|
2,415 | $68,078 | |
| 3 | CTAS |
Cintas Corp
|
239 | $40,649 | |
| 4 | CMPR |
CIMPRESS plc
|
273 | $27,764 | |
| 5 | GPN |
Global Payments Inc
|
309 | $22,421 | |
| 6 | RELX |
Relx PLC
|
513 | $16,246 | |
| 7 | ABM |
Abm Industries Inc /De/
|
208 | $9,201 | |
| 8 | RBA |
Rb Global Inc.
|
57 | $6,637 |
All Filings in QUAD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6 | 1 | Shares | Sole | 2026-04-13 | |
| 2025-03-31 | $141 | 26 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||