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SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in TTD — Trade Desk, Inc.

CIK 1531593 NEW YORK, NY

Position in TTD

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$1,789
+$156 QoQ
Shares Held
99
+37.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#590
of 678 holders
Holding Since
Mar 2021
11 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in TTD Over Time

Shares Held

Position Value (USD)

Derivatives in TTD

reported options exposure · as of Dec 31, 2021
CallValue
$183,280
CallShares
2,000
PutValue
$183,280
PutShares
2,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Advertising Agencies

Communication Services · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $44,101 across 4 Advertising Agencies names. TTD ranks #4 (4.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 TTD
Trade Desk, Inc.
This page
99 $1,789

All Filings in TTD

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,789 99
2026-03-31 $1,633 72
2025-12-31 $24,825 654
2025-09-30 $7,106 145
2025-06-30 $13,102 182
2024-12-31 $63,701 542
2024-06-30 $5,762 59
2023-12-31 $3 36
2023-09-30 $3,907 50
2021-12-31 $183,280 2,000
2021-12-31 $183,280 2,000
2021-03-31 $651,660 1,000
2021-03-31 $6,516 10