Institute for Wealth Management, LLC.

Position in TTD — Trade Desk, Inc.

CIK 1533954 DENVER, CO

Position in TTD

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$147,677

-$187,889 QoQ

Shares Held

8,168

-7.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#423

of 678 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $1,956,430 across 5 Advertising Agencies names. TTD ranks #2 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APP	AppLovin Corp	3,348	$1,724,990
2	TTD	Trade Desk, Inc. This page	8,168	$147,677
3	STGW	Stagwell Inc	8,399	$62,404
4	OMC	Omnicom Group Inc.	267	$19,445
5	NEXN	Nexxen International Ltd.	212	$1,914

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$147,677	8,168	-7.6%	Shares	Sole	2026-07-28
2025-12-31	$335,566	8,840	-49.7%	Shares	Sole	2026-01-27
2025-09-30	$860,860	17,565	+2.5%	Shares	Sole	2025-10-17
2025-06-30	$1,233,188	17,130	0.0%	Shares	Sole	2025-07-18
2025-03-31	$937,353	17,130	+41.3%	Shares	Sole	2025-04-21
2024-12-31	$1,424,816	12,123	-0.6%	Shares	Sole	2025-01-23
2024-09-30	$1,337,291	12,196	-1.0%	Shares	Sole	2024-11-12
2024-06-30	$1,202,806	12,315	-1.0%	Shares	Sole	2024-07-25
2024-03-31	$1,087,941	12,445	+22.4%	Shares	Sole	2024-04-30
2023-12-31	$731,401	10,164	-0.3%	Shares	Sole	2024-01-31
2023-09-30	$796,817	10,196	-0.3%	Shares	Sole	2023-10-13
2023-06-30	$789,651	10,226	-3.7%	Shares	Sole	2023-07-25
2023-03-31	$646,498	10,614	-6.5%	Shares	Sole	2023-04-20
2022-12-31	$508,641	11,346	-27.0%	Shares	Sole	2023-02-02
2022-09-30	$928,276	15,536	+10.9%	Shares	Sole	2022-10-18
2022-06-30	$586,878	14,010	+4.1%	Shares	Sole	2022-07-25
2022-03-31	$932,105	13,460	-3.5%	Shares	Sole	2022-04-29
2021-12-31	$1,278,103	13,947	-0.9%	Shares	Sole	2022-01-21
2021-09-30	$989,542	14,076	+1.4%	Shares	Sole	2021-11-15
2021-06-30	$1,073,756	13,880	+1044.3%	Shares	Sole	2021-07-21
2021-03-31	$790,463	1,213	+1.9%	Shares	Sole	2021-05-04
2020-12-31	$953,190	1,190	-0.4%	Shares	Sole	2021-02-01
2020-09-30	$619,942	1,195	-6.3%	Shares	Sole	2020-11-03
2020-06-30	$518,287	1,275	0.0%	Shares	Sole	2020-07-30
2020-03-31	$246,075	1,275	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.