Position in TTD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,615,995
-$1,297,508 QoQ
Shares Held
144,690
-16.1% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#140
of 678 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TTD Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $3,418,723 across 2 Advertising Agencies names. TTD ranks #1 (76.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TTD |
Trade Desk, Inc.
This page
|
144,690 | $2,615,995 | |
| 2 | APP |
AppLovin Corp
|
1,558 | $802,728 |
All Filings in TTD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,615,995 | 144,690 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,913,503 | 172,477 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,347,253 | 167,209 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,509,116 | 71,600 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,411,344 | 75,168 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,177,105 | 76,336 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $9,019,369 | 76,741 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $8,456,317 | 77,121 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $7,804,614 | 79,908 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $7,607,026 | 87,017 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $7,059,995 | 98,110 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,403,703 | 107,533 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $8,641,767 | 111,911 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $12,258,381 | 201,254 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,534,399 | 212,679 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,710,079 | 212,721 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $13,134,651 | 313,551 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $14,826,494 | 214,101 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $19,694,810 | 214,915 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $22,411,288 | 318,795 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $25,011,261 | 323,310 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $21,027,113 | 32,267 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $26,071,749 | 32,549 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $19,746,323 | 38,063 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $25,214,788 | 62,029 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $11,824,724 | 61,268 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||