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Independent Advisor Alliance: QUAD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Advisor Alliance on QUAD, newest first. How the timeline and the estimate are built.

Independent Advisor Alliance held 19,394 QUAD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,394 shares
    Change vs previous 13F +1,682 shares

    <0.01% of the 13F portfolio, value $163,491.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,712 shares
    Change vs previous 13F +1,614 shares

    <0.01% of the 13F portfolio, value $117,076.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,098 shares
    Change vs previous 13F -2,520 shares

    <0.01% of the 13F portfolio, value $100,935.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,618 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $116,548.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 18,618 shares
    Change vs previous 13F +2,184 shares

    <0.01% of the 13F portfolio, value $105,192.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,434 shares
    Change vs previous 13F -7,132 shares

    <0.01% of the 13F portfolio, value $89,566.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 23,566 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $164,256.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 23,566 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $106,989.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).