Position in TTD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$276,985
-$84,489 QoQ
Shares Held
15,320
-3.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#368
of 678 holders
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in TTD Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $3,051,865 across 4 Advertising Agencies names. TTD ranks #3 (9.1% of the industry book) .
All Filings in TTD
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,985 | 15,320 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $361,474 | 15,931 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $644,371 | 16,975 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,023,409 | 14,216 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $742,605 | 13,571 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,815,720 | 15,449 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,159,877 | 10,578 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,087,262 | 11,132 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $896,404 | 10,254 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $487,960 | 6,781 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $490,703 | 6,279 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $119,227 | 1,544 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $598,501 | 9,826 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $260,014 | 5,800 | Shares | Sole | 2023-06-12 | |
| 2021-03-31 | $835,428 | 1,282 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,026,882 | 1,282 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $688,421 | 1,327 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||