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CWM, LLC

Position in TTD — Trade Desk, Inc.

CIK 1535847 OMAHA, NE

Position in TTD

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$1,794,189
-$1,293,173 QoQ
Shares Held
79,074
-2.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 1.9462781698156157.ToString("F0")% Shared 0.ToString("F0")% None 98.05372183018439.ToString("F0")%

Common Shares in TTD Over Time

Shares Held

Position Value (USD)

Position in Advertising Agencies

Communication Services · as of Mar 31, 2026

CWM, LLC holds $23,588,080 across 15 Advertising Agencies names. TTD ranks #4 (7.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 TTD
Trade Desk, Inc.
This page
79,074 $1,794,189

All Filings in TTD

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24 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,794,189 79,074
2025-12-31 $3,087,362 81,332
2025-09-30 $921,142 18,795
2025-06-30 $1,284,085 17,837
2025-03-31 $861,347 15,741
2024-12-31 $2,314,988 19,697
2024-09-30 $2,143,438 19,548
2024-06-30 $1,929,763 19,758
2024-03-31 $1,643,408 18,799
2023-12-31 $1,238,503 17,211
2023-09-30 $1,019,232 13,042
2023-06-30 $928,570 12,025
2023-03-31 $670,923 11,015
2022-12-31 $430,278 9,598
2022-09-30 $573,301 9,595
2022-06-30 $345,508 8,248
2022-03-31 $465,221 6,718
2021-12-31 $534,627 5,834
2021-06-30 $690,902 8,931
2021-03-31 $581,997 8,931
2020-12-31 $715,373 8,931
2020-09-30 $463,322 8,931
2020-06-30 $363,045 8,931
2020-03-31 $172,368 8,931