JFS WEALTH ADVISORS, LLC

Position in TTD — Trade Desk, Inc.

CIK 1568068 HERMITAGE, PA

Position in TTD

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$4,339

-$1,378 QoQ

Shares Held

240

-4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#540

of 677 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $90,166 across 5 Advertising Agencies names. TTD ranks #3 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APP	AppLovin Corp	139	$71,616
2	OMC	Omnicom Group Inc.	182	$13,255
3	TTD	Trade Desk, Inc. This page	240	$4,339
4	MGNI	Magnite, Inc.	50	$949
5	STGW	Stagwell Inc	1	$7

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,339	240	-4.8%	Shares	Sole	2026-07-10
2026-03-31	$5,717	252	-3.1%	Shares	Sole	2026-04-21
2025-12-31	$9,869	260	-6.1%	Shares	Sole	2026-01-14
2025-09-30	$13,575	277	-42.4%	Shares	Sole	2025-11-10
2025-06-30	$34,627	481	-17.9%	Shares	Sole	2025-07-24
2025-03-31	$32,065	586	+1.6%	Shares	Sole	2025-04-22
2024-12-31	$67,814	577	+54.3%	Shares	Sole	2025-01-31
2024-09-30	$41,009	374	+194.5%	Shares	Sole	2024-10-25
2024-06-30	$12,404	127	0.0%	Shares	Sole	2024-07-15
2024-03-31	$11,102	127	0.0%	Shares	Sole	2024-04-30
2023-12-31	$9,138	127	-0.8%	Shares	Sole	2024-02-07
2023-09-30	$10,003	128	+3.2%	Shares	Sole	2023-11-02
2023-06-30	$9,575	124	+0.8%	Shares	Sole	2023-08-07
2023-03-31	$7,491	123	+12.8%	Shares	Sole	2023-04-19
2022-12-31	$4,886	109	-79.2%	Shares	Sole	2023-02-13
2022-09-30	$31,249	523	+10.1%	Shares	Sole	2022-10-21
2022-06-30	$19,897	475	-3.7%	Shares	Sole	2022-08-02
2022-03-31	$34,140	493	+5.8%	Shares	Sole	2022-05-02
2021-12-31	$42,704	466	+3.6%	Shares	Sole	2022-02-03
2021-09-30	$31,635	450	+542.9%	Shares	Sole	2021-11-09
2021-06-30	$5,415	70	+311.8%	Shares	Sole	2021-08-04
2021-03-31	$11,078	17	+142.9%	Shares	Sole	2021-04-28
2020-12-31	$5,607	7	-30.0%	Shares	Sole	2021-02-01
2020-09-30	$5,187	10	0.0%	Shares	Sole	2020-10-28
2020-06-30	$4,065	10	+42.9%	Shares	Sole	2020-08-05
2020-03-31	$1,351	7	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.