Position in DV
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$8,032
-$10,284 QoQ
Shares Held
741
-61.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#268
of 313 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DV Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026True Wealth Design, LLC holds $162,502 across 13 Advertising Agencies names. DV ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
|
173 | $89,134 | |
| 2 | OMC |
Omnicom Group Inc.
|
535 | $38,964 | |
| 3 | QNST |
Quinstreet, Inc
|
805 | $11,793 | |
| 4 | DV |
DoubleVerify Holdings, Inc.
This page
|
741 | $8,032 | |
| 5 | TTD |
Trade Desk, Inc.
|
228 | $4,122 | |
| 6 | MGNI |
Magnite, Inc.
|
141 | $2,676 | |
| 7 | NEXN |
Nexxen International Ltd.
|
293 | $2,645 | |
| 8 | ZD |
Ziff Davis, Inc.
|
30 | $1,571 |
All Filings in DV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,032 | 741 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $18,316 | 1,928 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $9,426 | 824 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $15,633 | 1,305 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $17,305 | 1,156 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,195 | 613 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $40,091 | 2,087 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $29,183 | 1,733 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||